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client relationships

How do you communicate the value of your services? Do you just tell your clients it’s going to take “x” number of hours at your hourly rate? Or do you paint the picture of resolution and convey the value you’re providing? Read more

Tax Practice News

If we can make our businesses more approachable, we would probably have a lot more clients willing to try us out. Today’s article gives you a chance to evaluate whether you are making it as easy as possible for new customers to do business with you. Read more

Tax & Practice Management

"We've decided to hire another firm." Are there scarier words in a service-driven business? Read more

People & Business

Is client turnover higher than you’d like in your business? If so, here are some ways you can “market” to your existing clients to keep them longer. Read more

Tax Practice News

Communication between you and your clients is key to a continuing successful relationship. How do you handle difficult conversations you have to have with your clients? Read more

Tax Practice News

Working from a home office offers many appealing benefits. You skip the rush hour commute and working a traditional 9-to-5 is optional. But whether you’re in an office or at home, your work still needs to be done. Read more

People & Business

Set up a system that allows you to gain beneficial and constructive client feedback and use it to better your practice. Scott Matthews gives you some helpful ways to get this system in place and allow it to work for you. Read more

People & Business 1 Comments

Social media data can tell accountants and financial advisors a lot about the current relationship between the company and its clients. Ryan Pell tells you how to understand this information and use it to gain more clients, furthering your firm. Read more

People & Business

Shake Hands Agreement

Pixabay

There’s no denying that the bulk of business owners rely on the expertise of their accountant to make pressing financial decisions. Because when serious money starts rolling in, so do a variety of unexpected challenges. Read more

People & Business

Clio Grow, bringing practice management, client intake, and CRM has been announced for early 2019. Volume Ltd. has announced new training and certification experiences for Intuit QuickBooks ProAdvisors in the US and UK. Read more

Vendor Corner

An Exclusive Webinar Presented by BQE and Forrester. Learn more about it and register here. Read more

Training Center

Donna Leyens hears the following complaint from advisors/consultants all the time. “My clients pay me good money to advise them and then they don’t take my advice.” Perhaps you have experienced this phenomenon in your own life. Click to read more. Read more

Training Center

Dania Buchanan, Senior Vice President of Growth and Marketing at SmartVault discusses her networking strategies to grow your client list. Read more

People & Business

How a business represents itself and their employees sets the stage for their client relationships. Mike Giardina breaks this representation into three essential elements: communication, connection and collaboration. Read more

People & Business

Practice Ignition Allows Businesses to Streamline Client Onboard and Engagement Process

Dom Papaluca, Director at Rise Business Solutions had a cash flow problem. His business, which provided business owners in the area full accounting services, was having a hard time with their billing process. Read more

Jan 23, 2018 3:15 PM From The Editor

Jetpack Workflow founder David Cristello discusses what may be holding you back from connecting even more with your clients. Read more

People & Business

Thought leader James G. Herblin, CPA, shares his insights on developing and maintaining client relationships. Read more

People & Business

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