Client strategies

Voices Don’t be a numbers person: Be a ‘complexity filter’

Kyle Walters
Partner L&H CPAs and Advisors

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

Client strategies April 13

Client strategies April 13
Podcast It’s not what you do – it’s what your clients need

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

Accounting firm services Daniel Hood April 10

Accounting firm services Daniel Hood April 10
Index Accountants Confidence Index — April 2018

The Accountants Confidence Index dipped slightly again, but remained strongly optimistic.

Economy Daniel Hood April 2

Sponsored by ADP

Economy Daniel Hood April 2
Index Accountants Confidence Index — March 2018

After making the strongest gains in its history, the Accountants Confidence Index dipped a bit, but remained optimistic.

Economy Daniel Hood March 29

Sponsored by ADP

Economy Daniel Hood March 29
Voices Preventative medicine to maintain a healthy accounting firm

Sarah Warlick
Founder Proof Positive Content

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

Client relations March 27

Client relations March 27
Podcast Creating a better client experience

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

Client strategies Daniel Hood March 12

Client strategies Daniel Hood March 12
Case Studies: Client portals in 2018

Four accounting firms share their experiences looking for secure, efficient document exchange

Client portals Ranica Arrowsmith March 8

Client portals Ranica Arrowsmith March 8
Voices Art of Accounting: Dealing with unpleasant clients

Edward Mendlowitz
Partner WithumSmith+Brown, PC, CPAs

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

Client relations March 5

Client relations March 5
Garbage in? How preparers handle DIY prep clients

Taxpayers who prepare their own returns can sometimes end up being new clients.

Tax season Jeff Stimpson February 13

Tax season Jeff Stimpson February 13
Deloitte and Moss Adams attracted the most SEC audit clients in 2017

The Big Four firm had the larger number of new clients for the year, but the Seattle firm netted the most.

Audits Daniel Hood February 12

Audits Daniel Hood February 12

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