Client strategies

Now is an excellent time to expand your horizons and target millennials and Generation Z.

The art practice of New York City accounting firm LMC helps clients go from "starving" to successful artists in need of the firm's tax and advisory services.

Loyal clients and motivated employees lead to innovation, improved services, and enhanced reputation, all of which drive further engagement.

The Zeigarnik Effect tells us that unfinished tasks occupy more space in the human brain than completed ones.

How do accounting firms pivot toward stability and year-round growth? It starts with three key elements.

Many times in professional services firms — and in our own lives — we spend a lot of time talking about doing something, but don't actually do it. Why?

If you don't think clients and prospective clients are checking out your Google reviews, think again.

All too often, what accountants are selling are services that clients have to endure, says Joe Woodard, not the sort of thing that they really value.

The threat is that clients decide an AI chatbot is good enough for their purposes and so they never call their accountant in the first place.

Nvidia offers lessons for CPA firm leaders.