Client communications

Here are 10 suggestions to help firms think through near-term needs and create a plan to help shore up business continuity and mitigate some risks during this sensitive time.

In the face of the coronavirus, no accounting firm gets a pass from keeping in contact with clients and employees.

When a client has a problem or wants something from you, he or she needs your attention. Are you as responsive as you need to be?

Some simple steps firms can take right now to make a stronger first impression

If you find yourself talking for more than 10 consecutive seconds during a client meeting, stop and ask the client an open-ended question, and give them ample time to respond.

How many clients have told you they can’t wait until they’re retired? Suppose you ask them point blank, “What does retirement look like to you?”

As the trusted advisor, you need to assume the role of the point person, or integrator.

Next time you meet with a client, instead of just making small talk or asking, “How’s the family doing?” take it a step further.

Customer relationship management is an essential part of an accounting firm’s business, but it often gets overlooked in favor of the good accounting work the firm does for their client.

As your client’s most trusted advisor, you probably spend a lot of time on their business balance sheet. But how much focus is dedicated to their personal balance sheet?

To get a better handle on your client’s personal cash flow situation, you need to go beyond their business and understand their family financial dynamics.

Withum’s managing partner and CEO sends a weekly Monday morning email and at least one new client email a week to everyone in our firm.

In volatile markets, client education and constant communication are ke

Technology, declining budgets and other factors are radically changing how and which tax returns get looked at.

I received some great feedback from my series about running better client meetings, so I thought I’d take a moment to answer some of the most common questions.

Just as the rising generations of accountants have very different characteristics from the baby boomer generation, so does the rising generation of clients, according to Sarah Dobek of Inovautus Consulting.

The second in a series of articles dedicated to running better client meetings.

From the Big Four firms, to small family-owned firms, all the way to completely virtual firms, communication is the backbone of a productive work and service environment.

I get a ton of interruptions; I figure it comes with the job. The issue is how I deal with them and which ones I have learned to ignore or pass over.

Client meetings can be a colossal drain of your time — and your client’s time — if you don’t have a game plan before sitting down with them.