Client strategies

Most people who set their inboxes to OOO don’t put much time into what they’re conveying to the outside. They should. And so should you.

Firms need to adapt their business development efforts to the reality of the pandemic.

With the many issues presented by 2020, it’s a great time for a deeper conversation with clients.

Writing a weekly column forces me to always be looking for ideas and has made me much more observant of what goes on in the public accounting profession as a whole and also within firms of all sizes.

Do you want to be a high-volume practice that does lots of repetitive work (like a dentist)? Or do you want to be a low-volume practice that solves complex cases and problems (like a surgeon)?

Have you ever brought what you felt was an incredible presentation to your client, only to be met with glassy eyes and half-hearted nods?

What exactly are bots and Botkeeper, and why is this of any interest to accountants?

Most CPAs I know don’t think of themselves as being on their clients’ advisory board, but they are.

Clients think about their businesses much more than accountants do about them.

I’ve learned through trial and (lots of) error there are three basic approaches to building a website and newsletter for your firm.