Client relations

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.

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.