Client strategies

These are the building blocks for making your clients’ lives better.

The virtual curriculum aims to introduce younger staff to the skills and ideas they need to bring in new business.

You and your client both invested your most valuable resource — time — into a meeting. Don’t drop the ball now.

The third in a series of articles about running better client meetings.

Just as the rising generations of accountants have very different characteristics from the baby boomer generation, so does the rising generation of clients, according to Sarah Dobek of Inovautus Consulting.

The second in a series of articles dedicated to running better client meetings.

Is your firm paying attention to all the opportunities created by the client data you collect?

Tax services segue naturally in to wealth management and financial planning services.

Growth consultant Gale Crosley dives into large-opportunity pursuit, and what accountants need to do to land the big fish.