Client strategies

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.

It's time to re-evaluate the structure of your accounting firm’s wealth management practice.

If you are, you are guaranteed to have a plan that will fail to deliver on your future vision.

Art of Accounting: KPIs for accounting firm owners

Your firm’s online presence has never been more critical to your success.

Having a well-polished digital presence is now a must-have. Learn more about the changing face of referrals and why you might be inadvertently repelling them.