Client relations

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.

Liability insurance experts Deb Rood and Stan Sterna share major emerging malpractice and liability concerns for accountants.

Accountants can learn a lot from giants like Netflix and Marriott — and from their own clients.

What firm leadership puts into developing the next generation of leadership is what will come out on the other end.

Technical expertise is important, but what really matters in financial planning is the relationship.

Accountants can't afford to sit still, either; they need to be constantly changing.

Playing it safe is too risky in today’s complicated world.

Plan ahead with these risk management tips to manage your firm's liability.

Communication is a cornerstone of your CPA firm. If your clients aren’t already trying to communicate with you via text, they want to.

Early in my career I always felt I would not be that busy during July and August. Well, the reality never matched my expectations.

There are two types of issues: ethical and regulatory conflicts, and practice management conflicts.

The key is to focus on the firm’s top two tiers of clients, says Rainmaker Companies’ Adelaide Ness.

The new advisor needs to create wealth, not just enable compliance.

Technology lets us step out from the computer and have real conversations to make an impact and create more fulfillment in the work we do.

The only thing holding back small firms is their hanging onto the past.

I assume staff will not do what is necessary to learn new things.

Bad people drive out good people.

As trusted advisors, we spend so much of our day thinking about how we’re going to deliver answers. Instead, we should be spending a lot more time asking intelligent questions.

Delivering an unforgettable experience is what will separate your firm from the pack.

The old banker breakfasts and lawyer lunches won't drive the growth accounting firms need, according to top consultant Gale Crosley -- it requires coordinated teams who are thinking much more strategically about the process.