Client strategies

What would happen if CPAs offered clients a list of suggested services for a fixed fee?

CPAs must navigate conflicts of interest, transparency, and confidentiality while representing clients in IRS negotiations.

Your clients have options, and the experience you offer can make and keep you the clear choice.

Mariel Diaz's accounting practice is custom-made for her exclusively jewelry-industry clients.

CPAs and accounting firms live (or die) by calendars and clear communication, with regular deadlines dictating their activities and priorities.

Creating unique, clear and meaningful names for your offerings sets your firm apart from competitors and communicates value more effectively to clients.

Learn to be intellectually promiscuous.

Impress upon your clients the importance of engaging you to perform an array of services for them.

Find out what the client needs and then figure out how to fill that need.

Now is a great time to look at three important operations within your firm: sales, onboarding and service.