Client strategies

Technical expertise is important, but what really matters in financial planning is the relationship.

Accountants can't afford to sit still, either; they need to be constantly changing.

Playing it safe is too risky in today’s complicated world.

Communication is a cornerstone of your CPA firm. If your clients aren’t already trying to communicate with you via text, they want to.

Accountants can be indispensable translators and conduits for tech for their clients.

The groups will allow members to develop ideas, get advice, collaborate, and share best practices.

Listen carefully, and you can detect a change in the way that partners at the major firms talk about their consulting work.

The key is to focus on the firm’s top two tiers of clients, says Rainmaker Companies’ Adelaide Ness.

When a combination is no longer repairable, firms should de-merge as soon as possible.

Does your firm need a brand tune-up?