Client strategies

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.

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

Ed is offering to email a bundle of articles that provide helpful tax, valuation, financial planning and practice management advice.

Professionals should never be bill collectors.

What would happen if CPAs offered clients a list of suggested services for a fixed fee?

CPAs must navigate conflicts of interest, transparency, and confidentiality while representing clients in IRS negotiations.