Client relations

Learn to embrace disorder and uncertainty.

While successful tax professionals find themselves with a surplus of business from January to April, the months of May to December are way too light.

Despite gentle nudges, love taps and tactics to shorten the cycle time, the process is slow and the lag time is painful.

From a CPA’s perspective, the thing your clients value most is not a spreadsheet, financial statement or tax return; it’s the clarity you give them that helps them make better financial decisions.

With technology and cloud accounting, does it matter where your office is located? The answer is: Absolutely.

What’s holding your accounting firm back? Chances are it’s not your marketing, your business model or your methods holding your firm captive.

Reverse-engineering your sales approach by looking at things from the eyes of the prospect can boost your effectiveness.

Being available is essential for maintaining and strengthening relationships with clients…and everyone else you interact with professionally.

Peter Weitsen and I started our practice, MendlowitzWeitsen LLP, on July 1, 1988. My life has been enriched every moment of our partnership, which continues even now as part of WithumSmith+Brown, PC.

Art Kuesel on how proper allocation can help a business grow early and often.

Rainmaking can be fun if you follow a process designed to improve your batting average.

Marketing success, or success in any endeavor, does not just appear. It needs deliberate planning and execution.

One thing I am good at is leveraging something I did.

Art Kuesel on how opening up with clients and other professionals can bolster a professional relationship.

When a client engages me for any type of service, there are specific descriptions of what we will do and the goal or end result of the services.

No one cares how smart you are; they just want you to help them make better financial decisions.

Take the time now to re-energize staff and rededicate yourself to the firm's mission.

The most successful accountants remember what they worked on before when similar occasions re-occur.

Businesses are transitioning to the next generation of owners, too – and they’re mostly Gen Xers.

Get off the hamster wheel and into the Learning Zone.