Client strategies

It all starts with the client onboarding process.

I’ve spent my career as an “expert generalist,” so when a book on the advantages of being a generalist was published, many friends called it to my attention and I read it.

Well more than half of accounting firms offer more than three distinct services to business clients.

I received some great feedback from my series about running better client meetings, so I thought I’d take a moment to answer some of the most common questions.

These are the building blocks for making your clients’ lives better.

The virtual curriculum aims to introduce younger staff to the skills and ideas they need to bring in new business.

You and your client both invested your most valuable resource — time — into a meeting. Don’t drop the ball now.

The third in a series of articles about running better client meetings.