Client strategies

To get more business, accountants need to invest more in the time they spend face to face with prospective clients.

Researching new business prospects before picking up the phone or sending an email will help you determine whether they are a good fit for your accounting firm’s services.

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.

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.

Aligning with other practices and business professionals has become more critical than ever before.

Here are seven best practices to boost your website’s efficiency and effectiveness.

Accounting firms gain much more by automating information collection than you might think.