Client relations

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.

Pretty much every accountant has used AI in one form or another, with the most common use case being data entry and processing, according to a poll from Intuit QuickBooks.

Here's a step-by-step guide to calendar blocking.

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.