Client strategies

‘De-commoditize’ yourself by filling the role technology can’t play.

Specialization, curation, and intelligent workflow will make for a better practice — not trying to meet every client’s every need.

Behavioral retargeting may help increase conversions among potential clients.

It never ceases to amaze me how lax many small and midsized CPA firms are when it comes to managing their work-in-process and accounts receivable and optimizing their cash flows.

Identify the windows of opportunity within each purchasing cycle.

Creating your perfect competitor makes you a better, more focused firm.

Whether you’re at a Big Four firm, a regional firm or a sole practitioner, you have the potential to be a rainmaker.

Protecting yourself can help you protect your clients in financial planning.

More and more consumers today are looking for one firm to manage both their tax and financial planning, which is why a growing number of CPAs are bringing financial advice in-house.