Client strategies

The analysis identifies the strengths and weaknesses of an organization and the opportunities and threats from its external environment.

Accountants’ responses to the pandemic have, in many ways, opened them up to new liability risks in 2022.

These 10 principles have been constant since I started my career, and probably for many years before then.

As a result of increasing technology and automation, accounting firms are finding themselves at a crossroads.

Some accountants discourage timesheet usage and blame them for everything wrong about public accounting today, but this is a bit of a stretch.

Growth expert Gale Crosley explains why it's critical to jettison your worst clients — and how to do it.

Being the trusted advisor means being the problem-solver.

Don’t be afraid to say, “This is what I would do if I were you.” That’s why they pay you.

Growth and retention have no limits when employees love their work-life balance and find their clients’ businesses fascinating.

Expectations are usually bright and cheery. Results are the blunt reality.