Client strategies

Accounting professionals have the potential to become their clients' most trusted advisors. Here's how to achieve that trust.

There are two types of accountants—those who do their work with blinders and those with wide-open eyes. Both can do competent jobs for their clients, but the ones with the wide-open eyes grow and can do far better work for their clients.

If firms aren’t proactive, it’s all too easy to drive away clients and lose business (text version).

If firms aren’t proactive, it’s all too easy to drive away clients and lose business.

Accountants should start building programs to make the most of the 80/20 rule

As clients age, accountants and advisors need to be ready to help them and their families handle the issues surrounding their eventual decline. U.S. Wealth Management’s John Napolitano discusses how, and why it’s more important than ever.

How a firm gets its first dollar will be very different from how it gets its first million.

Of all the obstacles to success in accounting, accountants' own fears may be one of the most important. Consultant Phil Whitman discusses the many ways the profession gets in its own way -- and how to overcome them.