Client strategies

If firms aren’t proactive, it’s all too easy to drive away clients and lose business.

Accountants should start building programs to make the most of the 80/20 rule

As clients age, accountants and advisors need to be ready to help them and their families handle the issues surrounding their eventual decline. U.S. Wealth Management’s John Napolitano discusses how, and why it’s more important than ever.

How a firm gets its first dollar will be very different from how it gets its first million.

Of all the obstacles to success in accounting, accountants' own fears may be one of the most important. Consultant Phil Whitman discusses the many ways the profession gets in its own way -- and how to overcome them.

Even when speaking directly to clients, tech toys can help make a point.

Steve Ballmer’s new USAFacts offers a model for accountants to serve clients more deeply.

What you know isn’t as important as who you know – your clients