Client strategies

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.

More and more consumers today are looking for one firm to manage both their tax and financial planning, which is why a growing number of CPAs are bringing financial advice in-house.

How much do you really know about clients' satisfaction with your firm and its services?

Treat all your clients with the same respect.

Boomer Consulting has joined forces with the Business Learning Institute, a strategic learning partner and talent management consultancy, to develop the Anticipatory Accelerator, a two-day workshop to help accounting firms identify client opportunities.

Take back your reputation.

When was the last time you called a client just to find out what's new or different?

Your clients will never be satisfied, and that’s a good thing.

Understanding how people make their choices can be a powerful tool for accountants, and ADP vice president and chief economist Jordan Birnbaum shares how.

John Karaffa of ProSport CPA shares the ins and outs of tax planning for professional athletes.

Tax preparers identify the clients they never want to see again.

A recent survey identifies several areas where biz owners could use some professional advice.

Low-hanging fruit is great — until it dries up.

Ed Mendlowitz shares why he became an 'expert generalist.'

Since professional services are intangible, the prospect is most likely probing for assurance to offset their natural skepticism.

While successful tax professionals find themselves with a surplus of business from January to April, the months of May to December are way too light.

Despite gentle nudges, love taps and tactics to shorten the cycle time, the process is slow and the lag time is painful.