Client strategies

The tools, processes and mindset your firm brings to interacting with clients make all the difference.

Saying no to the right requests means prioritizing your time and projects and making sure you have the time and energy for what matters most.

A CPA firm, like any business, is subject to legal risks for the simple fact that it is a business that employs people, maintains vendor relationships, and owns or leases real estate, among other things.

The Great Resignation is forcing accounting firms to rethink their future.

Accounting, like every client service career, is all about people, with a side of savviness for numbers thrown in for good measure.

The U.S. firm also expressed its support for Ukraine, and announced a $250,000 donation to relief efforts.

Using these seven steps during the busy season will enhance your client experience and boost your revenue.

Client relationship management software helps your firm keep on track.

Here are three simple strategies for building client trust.

Partners may not have a clear sense of how efficiently they and their teams are spending their time and often lack awareness of what other partners are doing, which can result in opportunity lost.