Client strategies

Learn how to get more referrals from existing clients who are truly happy about their relationship with you.

Podcasting is the new blogging. Everyone's doing it, and you should, too, right? Not so fast.

Consultant Geraldine Carter explains why it's not the hours you work that matter, but what you and your clients get out of them.

The blend of cutting-edge technology and the warmth of human connection is creating a whole new playing field for professionals

With a wealth of ways to move forward and build their practices, accounting firms need to figure out which to take, and which to pass up.

Acquirers are very selective because so many firms are looking for a deal.

There are many myths flying around the internet about how niching down can harm your firm. They're false.

Many services can be marketed to new clients as well as to existing clients. Once you begin adding services to your clients, more develop.

A client resource hub is a dedicated section of your website that serves as an easy-to-skim central repository of information for your clients.

You may have plenty of work, but is it the right kind of work?

Accounting firms have untapped potential in their existing client base that can help them reach their growth KPIs.

CBIZ MHM's Latino-owned business service team has Southern California roots and national ambitions.

Here are three questions you can use as a guide to make tomorrow better.

Tax season is around the corner. Starting now with a few easy steps can relieve much of the pressure later.

There's a case to be made against iron-clad contracts.

Conflicts, independence and wisdom sit in the native-built corporate tree.

Very few firms are asking themselves how they can make sure their client service associates are doing the very best job they can.

Any business that lets past due accounts receivable accumulate is not being managed well.

Your competitors of the future are probably not who you think they are.

Don't underestimate the power of sending something that's tangible in this digital age — something that someone can hold and touch.