Client relations

Your clients don't just want tax returns and financial statements — they're looking for trusted partners who understand their dreams, fears and aspirations.

What happens when a client has a misconception about the value of their business and hopes to sell it?

The Big Four firm's audit projects are not impacted, sources say.

Even though things are busy, tax pros can't afford to let their guards down on engagement letters, scope creep, data security and much more.

Helping business owners understand the flood of accounting and financial data they face is a major opportunity for accountants.

How can you stay focused on your most important business problems without being distracted by the shiny objects?

The pricing of accounting services is a big concern and it should be.

Help clients create the ideal life for themselves first — and then work backward to help them get there financially.

Delivering an invoice for any service, including a tax audit, is a marketing activity, and it cannot be assumed that the client understands the value.

IRIS expanded its IRIS Firm Management solution with enhanced document management capacities. It has also introduced a centralized Customer Success function.

Professionals should never be bill collectors.

Stumped on gifts for friends, family or even coworkers? How about some tech?

As the accounting industry taps into the power of Generative AI, firms need to ensure privacy, transparency and other elements of responsible use.

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.