Client strategies

Help clients create the ideal life for themselves first — and then work backward to help them get there financially.

No matter where you are in your career, you control your own destiny.

Your clients hold the insight into where you should be investing, shoring up or expanding offerings.

Accountants should stop focusing on past data and the current situations their clients are in, and migrate to a future-oriented spotlight.

Just like your favorite NFL or college football team, your firm has opponents, and you need to manage all aspects of a successful firm to stay competitive.

As artificial intelligence streamlines many accounting tasks, clinging to hourly billing will become increasingly unsustainable.

Ed Mendlowitz is making 190 tax season, practice management and personal tips checklists available in a usable searchable Word format.

Regular reviews can determine whether a life insurance policy is performing according to expectations and meeting the client's current financial objectives.

You need to offer more services to your current clients and then to new clients.

Here's the right way to help them lean into risk.