Client strategies

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

Your clients are expecting more and more in the way of digitized services.

This is your clients' time to communicate directly with you: Even the once-per-year tax clients need to interact with you -- so you have two choices.

It turns out that the profession has many of the symptoms -- and its holding them back.

Capability, courage, commitment and confidence will help you move up the value chain.

For many tax and accounting professionals, filing season represents your best -- and only -- chance to interact with customers.

Like many business owners, accountants can get so wrapped up in their work that they lose track of important administrative tasks.

Acquiring high-quality clients can prove difficult -- which may help explain why so many firms are willing to serve clients that don't provide much value.

Among all the decisions and actions a small business may need to take, one of the more important is deciding whether to incorporate or form an LLC.

Accounting firms need to start exploring the global opportunities that are becoming available to them.

I am asked frequently how I get ideas, and each time I give a different response.