Client strategies

The Zeigarnik Effect tells us that unfinished tasks occupy more space in the human brain than completed ones.

How do accounting firms pivot toward stability and year-round growth? It starts with three key elements.

Many times in professional services firms — and in our own lives — we spend a lot of time talking about doing something, but don't actually do it. Why?

If you don't think clients and prospective clients are checking out your Google reviews, think again.

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.

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.