Client strategies

Only after you have empirical validation that something new could work should you make major changes at your firm.

Revenue segmentation is a powerful tool for accounting firms.

Better client management processes will lead to a happier tax season.

Tax reform and other issues have created a flood of unwelcome prospects.

We can offer clients a huge value and also generate some additional revenue for ourselves.

Financial planners need to engage with the next generation -- for both their sakes.

Tax pros share how they handle panicking self-preparers.

You’re not an accountant; you’re a luxury service provider.

Accountants need a strategy to make them stand out from their competitors.

Follow these four steps for getting the most out of firm-hosted happenings.