Client strategies

Every single person at your firm has an opportunity to change the experience your client is having with your organization.

To truly optimize clients' financial lives, advisors and CPAs must come together. By adding an elite wealth management practice, CPAs can see an increase in bottom-line revenue.

The review process is an easy way for a firm owner or partner to become aware of an unusual activity for a client, and for the preparer to learn more about that client.

A recent podcast interview discussed how to adapt, innovate and take on the challenges of running an accounting practice along with some personal tips and tricks.

Successful accountants don't do everything — but that which they do, they do their best.

Unlike tech companies and venture capital firms, accounting firms need to focus on and learn from mistakes.

The last few years offer important lessons for accountants going forward.