Client strategies

Four words can make all the difference.

This simple checklist will reward you throughout the year.

This business development tactic not only delivers, it dazzles, according to Gale Crosley.

Clients' returns raise crucial planning questions.

Getting the word out (and the clients in) during filing season remains the holy grail for preparers.

Satisfaction isn't enough to keep your clients coming back.

During this stressful, deadline-driven season it’s especially important to remember to focus on client service.

The TaxBuzz and CountingWorks lists are based in part on client reviews.

Too often professional services firms put time and money into a marketing plan and then fail to follow up on their efforts.

No matter the size of the firm, there are going to be some tough decisions to make along the way.