Client strategies

CPA financial planners need to make clear how they're different from the rest of the pack.

Barriers keep CPAs, attorneys, financial advisors and brokers from communicating effectively for their client's benefit — and the benefits of collaboration are significant.

As the cornerstone of the "Return on Relationship" methodology, a holistic financial plan unlocks a deep and meaningful understanding of a client's personal and business realities and goals.

The book tells the story of how Ed Mendowitz became a CPA, built his practice and shares many successes and some disappointments.

Joe Woodard makes the case that it's accountants who need to change their ideas around value, not clients.

Jody Padar prides herself as a disrupter and rightfully so, especially in her new book.

What accounting firms can learn from Chick-fil-A and Maya Angelou.

At a time when resources are scarce, it makes sense to identify clients that represent the highest potential for the most profitable firm revenue growth.

Learn how to get more referrals from existing clients who are truly happy about their relationship with you.

Podcasting is the new blogging. Everyone's doing it, and you should, too, right? Not so fast.