Client strategies

Deep in the heart of busy season, you may not be feeling much empathy for clients who have been procrastinating and are so disorganized, but you should.

Your clients don't just want tax returns and financial statements — they're looking for trusted partners who understand their dreams, fears and aspirations.

What happens when a client has a misconception about the value of their business and hopes to sell it?

The pricing of accounting services is a big concern and it should be.

Help clients create the ideal life for themselves first — and then work backward to help them get there financially.

No matter where you are in your career, you control your own destiny.

Your clients hold the insight into where you should be investing, shoring up or expanding offerings.

Accountants should stop focusing on past data and the current situations their clients are in, and migrate to a future-oriented spotlight.

Just like your favorite NFL or college football team, your firm has opponents, and you need to manage all aspects of a successful firm to stay competitive.