Client strategies

Keeping clients from making impulsive changes is an election priority for top CPA financial planners — but so is figuring out the long-term regulatory impact.

Firms often operate under the misconception that if someone has not sold accounting services, they never will.

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.

Consultant Geraldine Carter explains why it's not the hours you work that matter, but what you and your clients get out of them.

The blend of cutting-edge technology and the warmth of human connection is creating a whole new playing field for professionals

With a wealth of ways to move forward and build their practices, accounting firms need to figure out which to take, and which to pass up.

Acquirers are very selective because so many firms are looking for a deal.

There are many myths flying around the internet about how niching down can harm your firm. They're false.

Many services can be marketed to new clients as well as to existing clients. Once you begin adding services to your clients, more develop.

A client resource hub is a dedicated section of your website that serves as an easy-to-skim central repository of information for your clients.

You may have plenty of work, but is it the right kind of work?