Client strategies

To get a better handle on your client’s personal cash flow situation, you need to go beyond their business and understand their family financial dynamics.

Taxpayers are more than twice as likely to use DIY tax preparation software as an accountant to do their taxes, but they’re 38 percent less satisfied with the results, according to a new survey.

Tax pros share their strategies for dealing with cost-conscious clients.

Accountants also report relatively low churn among their client base.

How much money will you leave on the table this busy season?

Frequently we are asked to prepare a formal proposal. This is usually done when the client or prospect is considering multiple firms and the decision will either be made by a board of directors or when the person making the decision feels the need to tangibly back up their decision.

Everyone has them, but there are plenty of ways to deal with those painful clients, according to John Napolitano.

A handy checklist for figuring out which prospects will benefit most from client accounting services.

Withum’s managing partner and CEO sends a weekly Monday morning email and at least one new client email a week to everyone in our firm.