Client strategies

Next time you meet with a client, instead of just making small talk or asking, “How’s the family doing?” take it a step further.

CPA firms have lost sight of their central mission: building client value.

Setting a growth goal is about much more than picking a percentage -- firms need to dive deeper to understand what it will really take to hit that goal, says Bob Lewis of The Visionary Group -- and they need to make sure they have people who can bring in the new business they need.

With a little bit of data analysis, accountants can help small businesses develop more profitable approaches.

I always prepare for client meetings. Sometimes I overprepare because I don’t want to be unprepared and also because I want to control the pace, direction and timing of the meeting.

Accountants should be ‘ladies and gentlemen serving ladies and gentlemen.’

Tax pros share how they handle estimate-seekers and price shoppers.

As your client’s most trusted advisor, you probably spend a lot of time on their business balance sheet. But how much focus is dedicated to their personal balance sheet?

To help individuals and businesses prepare for filing season, Grant Thornton has released a collection of year-end tax tips.