Client strategies

All too often, what accountants are selling are services that clients have to endure, says Joe Woodard, not the sort of thing that they really value.

The threat is that clients decide an AI chatbot is good enough for their purposes and so they never call their accountant in the first place.

Nvidia offers lessons for CPA firm leaders.

Deep in the heart of busy season, you may not be feeling much empathy for clients who have been procrastinating and are so disorganized, but you should.

Your clients don't just want tax returns and financial statements — they're looking for trusted partners who understand their dreams, fears and aspirations.

What happens when a client has a misconception about the value of their business and hopes to sell it?

The pricing of accounting services is a big concern and it should be.

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.