Client strategies

Building strong relationships with clients is more critical than ever, especially for firm owners who want to improve client retention.

Don't underestimate how important it is for clients to feel like they've been heard, particularly in financial planning.

Many of you feel like you've been getting punched in the mouth regularly with endless deadlines, fee compression, staffing shortages, succession challenges and technology issues. But it doesn't have to be this way.

Discover the three criteria that will help you identify the clients who are best for your firm.

The true benefits of a strong partnership with a lender go beyond helping a CPA firm's clients or providing referrals.

The idea of employing a project manager was inspired by the clients with whom we work.

When you're trying to figure out how to deliver more value to clients so you can charge them higher fees, there's a new standard.

A handful of revolutionary ideas — some new, some old — whose time may well have come in accounting.

Some clients simply won't align with your strategy, while others haven't been the easiest to deal with in a smaller role.

Modern businesses are looking for more holistic relationships with accountants who can offer increased support.