Client strategies

Firms need to start by identifying which clients matter most to them, and then reaching out to them, according to Sarah Dobek of Inovautus Consulting.

Small and midsized firms need to prepare for a world of reduced liquidity and lower organic growth.

Major changes are required in client services, delivery models, staffing practices and management.

Here are four things your firm should be doing right now to move forward during the coronavirus pandemic.

The guys in the brown uniforms became United Problem Solvers; why are you still pushing tax returns?

I’ve spoken to many owners of, and partners in, small firms and see an optimistic future.

The current pandemic offers opportunities for firms that are ready to change.

Keeping in touch with clients is very important, especially during this period of isolation. Here is a way to provide updates to clients regarding their tax returns and to keep in touch generally.

The Internal Revenue Service is postponing the date for filing gift tax and generation-skipping transfer tax returns and making payments until July 15 because of the novel coronavirus pandemic.

We are on new ground with the coronavirus pandemic, and we need to adapt as much and as quickly as possible.