Client strategies

Built right, a new service offering can boost not just profitability, but employee retention, too.

Tax pros share how they discuss preparing for the Golden Years with customers.

Use tax season to identify those who need your help after April 15.

Four words can make all the difference.

This simple checklist will reward you throughout the year.

This business development tactic not only delivers, it dazzles, according to Gale Crosley.

Clients' returns raise crucial planning questions.

Getting the word out (and the clients in) during filing season remains the holy grail for preparers.

Satisfaction isn't enough to keep your clients coming back.

During this stressful, deadline-driven season it’s especially important to remember to focus on client service.

The TaxBuzz and CountingWorks lists are based in part on client reviews.

Too often professional services firms put time and money into a marketing plan and then fail to follow up on their efforts.

No matter the size of the firm, there are going to be some tough decisions to make along the way.

There was a time when generic accounting, auditing and tax services had significant value, but the business world has changed.

There are many ways of keeping in touch with clients in a regular and unobtrusive manner.

Ying Sa aims to make her small firm into the ‘minority-owned KPMG.’

Improve the odds of successfully starting up a new accounting practice from scratch and avoid the school of hard knocks.

Everything you should do vs. what you can do vs. what you want to do vs. what you will do.

Make 2019 the year you offer your clients what they really need.