Client strategies

Follow these four steps for getting the most out of firm-hosted happenings.

Leading firms share the services and client niches where they're seeing growth.

Make clients a walking billboard for your firm.

Numbers will numb an audience, while stories will engage them deeply.

Ten key attributes separate them from the pack.

Why does the accounting profession settle for being the most trusted advisor?

Don't be a one-trick pony.

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.