Client relations

Get to know your best clients again.

When asking if knowledge in the hands of your clients is helpful … the argument can go both ways.

Seven ways to attract the right clients — and let go of the rest.

In July's Cybersecurity for CPAs we learn the importance of never, ever, EVER losing that USB stick your client gave you.

Having a document that clarifies the work to be done keeps everyone on the same page — and out of court.

Sometimes a straightforward "We appreciate you" is more powerful than a bouquet of flowers or a thank-you card.

The IRS offers best practices for when a tax professional moves on.

Not every relationship is forever … unfortunately for most of them.

Tax and accounting practitioners share how they're answering peoples' questions and concerns about the troubles facing financial institutions.

I have my own standing rule that if the client comes to my office, or my area, I pay. If I travel to the client's office, they should pay.