Client strategies

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.

Your clients have options, and the experience you offer can make and keep you the clear choice.

Mariel Diaz's accounting practice is custom-made for her exclusively jewelry-industry clients.

CPAs and accounting firms live (or die) by calendars and clear communication, with regular deadlines dictating their activities and priorities.