Client strategies

Just as the rising generations of accountants have very different characteristics from the baby boomer generation, so does the rising generation of clients, according to Sarah Dobek of Inovautus Consulting.

The second in a series of articles dedicated to running better client meetings.

Is your firm paying attention to all the opportunities created by the client data you collect?

Tax services segue naturally in to wealth management and financial planning services.

Growth consultant Gale Crosley dives into large-opportunity pursuit, and what accountants need to do to land the big fish.

How your brand is shaped in the digital world is affected by online content.

I get a ton of interruptions; I figure it comes with the job. The issue is how I deal with them and which ones I have learned to ignore or pass over.

Client meetings can be a colossal drain of your time — and your client’s time — if you don’t have a game plan before sitting down with them.

As an accounting firm, you are only as good as people perceive you to be.

Accountants can learn a lot from giants like Netflix and Marriott — and from their own clients.