Client strategies

Everyone has them, but there are plenty of ways to deal with those painful clients, according to John Napolitano.

A handy checklist for figuring out which prospects will benefit most from client accounting services.

Withum’s managing partner and CEO sends a weekly Monday morning email and at least one new client email a week to everyone in our firm.

It all starts with the client onboarding process.

I’ve spent my career as an “expert generalist,” so when a book on the advantages of being a generalist was published, many friends called it to my attention and I read it.

Well more than half of accounting firms offer more than three distinct services to business clients.

I received some great feedback from my series about running better client meetings, so I thought I’d take a moment to answer some of the most common questions.

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.

How your brand is shaped in the digital world is affected by online content.