Client relations

CPA financial planners need to make clear how they're different from the rest of the pack.

The book tells the story of how Ed Mendowitz became a CPA, built his practice and shares many successes and some disappointments.

What accounting firms can learn from Chick-fil-A and Maya Angelou.

At a time when resources are scarce, it makes sense to identify clients that represent the highest potential for the most profitable firm revenue growth.

Learn how to get more referrals from existing clients who are truly happy about their relationship with you.

Turns out clients are as mistaken about tax preparers as they are about taxes.

The 'client manager system' approach is unique in mid-market firms, because clients are developed at the top and trimmed from the bottom.

This outrageous story about an accountant's client and his wife might not seem like it's real, but it is.

With tax season in full swing, accountants need to have a game plan to mitigate the potential impacts the shortage may cause.