-
Customer relationship management is an essential part of an accounting firm’s business, but it often gets overlooked in favor of the good accounting work the firm does for their client.January 15
Contributing editorAccounting Today -
With a little bit of data analysis, accountants can help small businesses develop more profitable approaches.January 15
PresidentMarks Group PC
-
I always prepare for client meetings. Sometimes I overprepare because I don’t want to be unprepared and also because I want to control the pace, direction and timing of the meeting.January 13
PartnerWithumSmith+Brown PC CPAs
-
Accountants should be ‘ladies and gentlemen serving ladies and gentlemen.’January 13
CEORootworks
-
For years, accounting firms have relied on firm partners to use their personal and professional connections, charisma, and contacts to “make it rain” — to bring in new business and revenue that would enable the firm to grow and succeed.January 10
Managing partnerHinge
-
Get working on it now, before the filing season rush begins.January 7
-
A college student client may not initially provide a lot of income for the firm, but with the right guidance, there could be a big return on investment.January 2
Senior tax analyst programmerIntuit
-
After getting a bump at the end of 2019, the Accountants Confidence Index took a dip for the start of 2020.January 2
-
Tax pros share how they handle estimate-seekers and price shoppers.December 26
-
As your client’s most trusted advisor, you probably spend a lot of time on their business balance sheet. But how much focus is dedicated to their personal balance sheet?December 24
PartnerL&H CPAs and Advisors
