Client strategies

In the first installment of a regular column, Darren Root explains why there is no better time to challenge traditional thinking and work to make your firm better every day.

Communicate and carry yourself in a manner that boosts perception with clients and stakeholders.

Last week we had our annual Partners’ Network Power Breakfast. Here are some highlights.

As we head into the new year, a question I keep hearing from CPAs is: “How do I start raising my fees?”

Recently, I’ve received some calls from partners seeking some guidance about growing their practices.

In a smaller firm, should the owner of the firm be the "rainmaker?"

These 12 steps should help firms capture more 'diamonds.'

‘De-commoditize’ yourself by filling the role technology can’t play.

Specialization, curation, and intelligent workflow will make for a better practice — not trying to meet every client’s every need.

Behavioral retargeting may help increase conversions among potential clients.

It never ceases to amaze me how lax many small and midsized CPA firms are when it comes to managing their work-in-process and accounts receivable and optimizing their cash flows.

Identify the windows of opportunity within each purchasing cycle.

Creating your perfect competitor makes you a better, more focused firm.

Whether you’re at a Big Four firm, a regional firm or a sole practitioner, you have the potential to be a rainmaker.

Protecting yourself can help you protect your clients in financial planning.