Client strategies

Accountants should be ‘ladies and gentlemen serving ladies and gentlemen.’

Tax pros share how they handle estimate-seekers and price shoppers.

As your client’s most trusted advisor, you probably spend a lot of time on their business balance sheet. But how much focus is dedicated to their personal balance sheet?

To help individuals and businesses prepare for filing season, Grant Thornton has released a collection of year-end tax tips.

To get a better handle on your client’s personal cash flow situation, you need to go beyond their business and understand their family financial dynamics.

Taxpayers are more than twice as likely to use DIY tax preparation software as an accountant to do their taxes, but they’re 38 percent less satisfied with the results, according to a new survey.

Tax pros share their strategies for dealing with cost-conscious clients.

Accountants also report relatively low churn among their client base.

How much money will you leave on the table this busy season?