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client relationships

client relationship

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How are you helping your small business clients develop better financial strategies? Sandra Larson gives you a few points to discuss with your clients to make sure you are being the best advisor you can be. Read more

People & Business

business conversation

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Professional Writer Lori Jones tells you why you should be focusing on your writing skills, just as much as any other technical skill. Read more

People & Business

Price only becomes an issue when the perceived value is not there. Even though actual value is very likely present -- if it is not communicated in a way that the prospect can see it. Therefore, your focus should be on how best to communicate value. Read more

People & Business

We might need to occasionally slow down and ask ourselves whether we are working on the most profitable things we could for our business. Are we constantly fighting fires, dealing with urgent but not important client matters and neglecting growth? Read more

Tax & Practice Management

June 25 @ 2 ET: A look at Doc.It’s document management, workflow, document storage and web portal products that help accounting firms efficiently gather, process, store and deliver documents. Read more

Educational Webinars

A critical measure for entrepreneurs who offer services and bill either by the hour or a fixed price is the amount they bill clients each month. Here's a checklist to make sure you're billing as efficiently as possible. Read more

Tax & Practice Management 2 Comments

August 22 @ 12 p.m. ET: Learn the 10 best ways to not just retain – but multiply – your best client relationships by delivering measurable value as soon as they hire you. Read more

Educational Webinars

Please Participate in Our Survey

Are you curious as to how accounting professionals in public practice are acquiring new clients?  We are too, so we’ve designed a survey to find out.  We need your help to complete it. Then we’ll share the results. Read more

Apr 26, 2019 12:05 AM From The Publisher

APPS Directory Spotlight - Practice Ignition

Smart accountants and bookkeeping firms use Practice Ignition to sign more clients, improve cash flow, streamline client onboarding and forecast their company's success. Read more

Apr 25, 2019 12:21 PM From The Publisher

Clients looking for tax resolution often come through your doors stressed and uncertain of their future. The first steps you take with them will set the tone of your relationship. Make sure it's a good one. Read more

Tax Practice News

Is the competition for great clients fierce in your area? If so, you need to pull out all the stops and wow your prospects so they’ll beg you to take them as clients. Here’s how. Read more

Tax & Practice Management

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

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

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

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

People & Business

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

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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

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