Client strategies

Two professionals from Andrea & Orendorff in Kenosha, Wisconsin share their perspectives on how to realign your client base to prepare for succession.

Make payment a conscious part of your job.

When it comes to the frequency of client communication, there’s no magic formula.

What can you do to be distinct, and do it better than any of the major firms who pay millions for branding and wallet share from your clients?

You deserve to raise your fees. Can you live up to the service expectation?

Cross-selling value-added services enables your firm to tap into its established client base and leverage the relationships and work your firm already conducts to unlock new revenue streams.

Practitioners share what those who want to start their own business know — and don’t know.

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.

Traditionally, a firm's client list has been sacrosanct, but they need to rethink that.

Take some steps in the New Year to improve your firm.

How do you go from the once-a-year tax preparation client to the coveted evergreen recurring revenue relationship?