Client strategies

Having a well-polished digital presence is now a must-have. Learn more about the changing face of referrals and why you might be inadvertently repelling them.

Aligning with other practices and business professionals has become more critical than ever before.

Here are seven best practices to boost your website’s efficiency and effectiveness.

Accounting firms gain much more by automating information collection than you might think.

I have always felt that if I do not excite clients, I have less of a hold on them and the relationship than I should.

Prepare an engagement proposal that lists exactly what you will be doing and the total price for the project.

You didn’t like that old job much anyway.

The coronavirus pandemic changed the game for everyone, but we’d be missing the beat if we didn’t take a minute and look at the opportunity for growth.

Clients’ expectations are constantly shifting, and that’s never been truer than in recent months with the COVID-19 pandemic sending businesses into a state of uncertainty.

Effective tax management can add 1% percent to a portfolio annually, and potentially more in highly volatile years