Client strategies

Clients don’t care how much you know about accounting; they care how much you know about their situation.

Accountants need to really understand their clients' perspectives to live up to their 'trusted advisor' status, says Geni Whitehouse.

The “health challenges” that firms face typically revolve around one or more of four main areas.

With client expectations changing rapidly, Inovautus Consulting’s Sarah Johnson Dobek explains how firms need to improve the experience they offer.

Four accounting firms share their experiences looking for secure, efficient document exchange

If you don’t want to drop difficult clientele, try giving them priority care so they won’t pester you so much.

Taxpayers who prepare their own returns can sometimes end up being new clients.

The Big Four firm had the larger number of new clients for the year, but the Seattle firm netted the most.