Client strategies

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

I get a ton of interruptions; I figure it comes with the job. The issue is how I deal with them and which ones I have learned to ignore or pass over.

Client meetings can be a colossal drain of your time — and your client’s time — if you don’t have a game plan before sitting down with them.

As an accounting firm, you are only as good as people perceive you to be.

Accountants can learn a lot from giants like Netflix and Marriott — and from their own clients.

Technical expertise is important, but what really matters in financial planning is the relationship.

Accountants can't afford to sit still, either; they need to be constantly changing.

Playing it safe is too risky in today’s complicated world.

Communication is a cornerstone of your CPA firm. If your clients aren’t already trying to communicate with you via text, they want to.

Accountants can be indispensable translators and conduits for tech for their clients.