Consulting

I met someone last week and asked how she was doing with her accountant. She said everything was fine, but reduced the three interim quarterly visits to once every four months.

Deloitte is advising corporate clients to be careful about their holiday gift giving so they don’t run afoul of laws like the Foreign Corrupt Practices Act.

My last column addressed the importance of controls when trying to get a client. But it is also important to retain the client. A good system that is not monitored is a sure way to not only lose the client, but be kept awake at night.

In my early days I would get many leads for clients who told me they were switching accountants because they believed they were paying “too much tax.”

Rootworks CEO Darren Root describes how firms should develop more of an entrepreneurial mindset, in an interview with Accounting Today managing editor Danielle Lee.

Working out how to set fees and using value pricing or value billing can sometimes be daunting.

Every year, accountants and tax professionals brace themselves for the inevitable tax season.

We all can relate to new clients asking us questions during the initial meeting. Sometimes we think we are ready for them and other times we may not be.

The Sustainability Accounting Standards Board has introduced a new credential for accountants and other professionals who deal with sustainability issues.

Part of my success in getting new business was getting additional work from existing clients.