Client communications

Mastering a new language can bring more success to your firm.

Spend five minutes every morning writing down the things you can absolutely commit to finishing before you go home each night.

$50 a month can upgrade your business and your relationship with clients.

Tax season has the largest concentration of clients and presents the best opportunity to find out what clients think about your services.

As tax and accounting professionals, we not only need to prepare ourselves and our business, but also our clients.

If you think clients don’t notice when you ignore their messages or send them terse responses days after they’ve reached out to you, think again.

What that means, and why it matters for CPAs.

If a picture’s worth 1,000 words, how much is a video worth?

Don’t just tell clients their returns have been submitted. Take them on a tour of the highlights.

High touch vs. high tech? Both have merit, but you can’t be both.

While email is the most expeditious way to communicate, we have to be mindful and thoughtful about what we choose to share before clicking send.

Tax professionals share the strangest misconceptions their clients have about taxes.

Practitioners share how they're changing the ways they reach out to clients and prospects.

Tax pros can now submit powers of attorney and tax information authorizations electronically.

Three strategies can help your firm stay ahead of the game in 2021.

AICPA CEO Barry Melancon gave an annual presentation for the Accountants Club of America that discussed accountants and small business clients.

Hindsight is 20/20 and 2021 is finally here.

I have been in my own practice a long time and figured out early on that if I never lost a client, I would do pretty well.

Just like the industries that they cover, the lack of Black representation among news outlets acts as a barrier against understanding and eliminating systemic racism.

Accountants may not have signed on as an educator, but it often comes with the job.