Client strategies

What these clients need most boils down to three things: less friction, value driven by AI, and much more communication.

80% of accounting and tax firms plan to raise their fees next year, with many shifting from hourly billing to value-based pricing.

Building a strong growth strategy isn't about the 'ideal' client, but the ones who fit best with your firm.

Ahoy, personality! Five ways CPA firms can inject more personality into their brand and client experience.

Client advisory services are proving to be a game changer in how accounting firms engage with their clients, especially when fused with tax advisory services.

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.