Client relations

Accounting firms and tax pros can do more than just relax after tax season.

Moving from"compliance to reliance" is a difficult journey, but Mentor Plus CEO Edi Osborne has a roadmap for firms.

The Roanoke, Va. firm leader wants professionals to "step back from [their] spreadsheets" and take a deeper look at their client's business.

Do a structured debrief right now — while the wounds are still fresh — to ensure busy season goes better next year and beyond.

Don’t point fingers when something goes awry. Focus on your firm’s systems and processes so the same mistakes don’t keep popping up.

Clients don’t care how much you know about accounting; they care how much you know about their situation.

Accountants need to really understand their clients' perspectives to live up to their 'trusted advisor' status, says Geni Whitehouse.

I’ve always loved tax season. While some of the work can be grueling and even a relief when it ends, I always miss it afterwards.

What happens after busy season is pretty much under your control.

As an accountant, you know there’s no way around it: Stress levels ratchet up during tax season for you and your clients.

What is the right stuff to become a partner?

Art Kuesel on the importance of following-up with clients after the most hectic time of the year.

It’s tough enough to grapple with sexual harassment in the workplace. It’s more complex when clients are involved.

The “health challenges” that firms face typically revolve around one or more of four main areas.

Clients really want to do more business with you. Don’t make it difficult for them.

An unprecedented, industrywide survey of sexual harassment in the professional workplace reveals industries with the highest prevalence of unwanted sexual behavior, the differences between large and small companies, and blind spots that may be preventing corrections. Fortunately, the data also lights a path forward.

With client expectations changing rapidly, Inovautus Consulting’s Sarah Johnson Dobek explains how firms need to improve the experience they offer.

If you don’t want to drop difficult clientele, try giving them priority care so they won’t pester you so much.

Every client, from the largest to smallest, pays part of your salary, so every client should be treated with respect, care and importance.