Client strategies

Clients think about their businesses much more than accountants do about them.

I’ve learned through trial and (lots of) error there are three basic approaches to building a website and newsletter for your firm.

It's time to re-evaluate the structure of your accounting firm’s wealth management practice.

If you are, you are guaranteed to have a plan that will fail to deliver on your future vision.

Art of Accounting: KPIs for accounting firm owners

Your firm’s online presence has never been more critical to your success.

Having a well-polished digital presence is now a must-have. Learn more about the changing face of referrals and why you might be inadvertently repelling them.

Aligning with other practices and business professionals has become more critical than ever before.

Here are seven best practices to boost your website’s efficiency and effectiveness.

Accounting firms gain much more by automating information collection than you might think.

I have always felt that if I do not excite clients, I have less of a hold on them and the relationship than I should.

Prepare an engagement proposal that lists exactly what you will be doing and the total price for the project.

You didn’t like that old job much anyway.

The coronavirus pandemic changed the game for everyone, but we’d be missing the beat if we didn’t take a minute and look at the opportunity for growth.

Clients’ expectations are constantly shifting, and that’s never been truer than in recent months with the COVID-19 pandemic sending businesses into a state of uncertainty.

Effective tax management can add 1% percent to a portfolio annually, and potentially more in highly volatile years

It’s not hyperbole to say that the COVID-19 pandemic has affected every aspect of the way we do business, and many of the changes are far from temporary.

Gifting embedded loss assets can avoid a step-down in basis and preserve capital losses. Here's how to go about it, under several scenarios.

Success in this landscape requires a different mindset and a new approach.

If you've ever considered transitioning to a virtual model, now is a golden opportunity — but it should be done right.