Client strategies

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.

We need to excite clients, potential clients and staff. For this, we need marketing skills.

Tamera Loerzel and Jennifer Wilson of ConvergenceCoaching return to look at external issues that the coronavirus pandemic has raised for accounting firms in terms of dealing with clients, revamping services offerings and more.

The changing times and an economy in constant flux are causing clients to shift expectations for their accounting firms.

Tamera Loerzel and Jennifer Wilson of ConvergenceCoaching dive into the major issues that the COVID-19 pandemic has raised for accounting and tax firms — staff, technology, operations and more.

The Tax Cuts and Jobs Act created opportunity zones as an economic development tool to stimulate investments in distressed communities.

Startup Breakaway Bookkeeping & Advising is building a network of finance professionals to act as virtual CFOs for small-business clients.

As an accounting professional, these are tough days. But that doesn’t mean your practice can’t grow during this season.

Your clients don’t want to have to pick up the phone and wait four days for an answer.

You can’t have a bunch of B, C, D or even F clients if you want it to be an A+ practice.