Client relations

Your clients have options, and the experience you offer can make and keep you the clear choice.

Tax season is about providing superior, high-value services to clients. That means doing everything necessary to make the experience working with you pleasant.

When faster, cheaper, and better may not always be the best.

Whether it's a toxic client, a rogue partner, or an uncooperative superstar employee, high-stakes scenarios inevitably have a negative impact on the firm.

Rapper Fat Joe's 2022 lawsuit accused a former BDO employee of using his accounts and credit cards to withdraw thousands of dollars in cash.

Accounting firms could greatly benefit from adopting some of the strategies and mindsets these technology companies are using to thrive.

Learn to be intellectually promiscuous.

Find out what the client needs and then figure out how to fill that need.

Storytelling has many practical applications for accountants. Here's how to SPAR with your audience.

Market disruption is creating significant opportunity for accounting firms.

Now is a great time to look at three important operations within your firm: sales, onboarding and service.

I received a complaint recently that my Memoirs of a CPA book is priced too high.

Speakers at Xero's annual conference this week urged accountants to think more deeply about promoting mental health and wellbeing for both clients and staff.

Gary Shamis traces the evolution of the "Transactional CPA" firm.

Accountants are generally pessimistic about the economy as a whole, but feel much more confident when it comes to their own firm and clients.

Financial Cents, which makes practice management software for accountants, announced a new $9 a month plan for solo practitioners.

Eligible professionals can now earn revenue share with QuickBooks Payments.

Keep your videos brief and focused on a single point to make them most impactful.

There is a tendency to keep the clients we have, whether they are overgrown or not, or whether or not they still fit.