Client strategies

Concerns about staffing and clients are nothing new at accounting firms, and never seem to go away.

Charge your clients based on the outcomes you achieve for them, not your inputs.

Keeping clients from making impulsive changes is an election priority for top CPA financial planners — but so is figuring out the long-term regulatory impact.

Firms often operate under the misconception that if someone has not sold accounting services, they never will.

CPA financial planners need to make clear how they're different from the rest of the pack.

Barriers keep CPAs, attorneys, financial advisors and brokers from communicating effectively for their client's benefit — and the benefits of collaboration are significant.

As the cornerstone of the "Return on Relationship" methodology, a holistic financial plan unlocks a deep and meaningful understanding of a client's personal and business realities and goals.

The book tells the story of how Ed Mendowitz became a CPA, built his practice and shares many successes and some disappointments.

Joe Woodard makes the case that it's accountants who need to change their ideas around value, not clients.

Jody Padar prides herself as a disrupter and rightfully so, especially in her new book.