Client strategies

Building strong relationships with clients is more critical than ever, especially for firm owners who want to improve client retention.

Don't underestimate how important it is for clients to feel like they've been heard, particularly in financial planning.

Many of you feel like you've been getting punched in the mouth regularly with endless deadlines, fee compression, staffing shortages, succession challenges and technology issues. But it doesn't have to be this way.

Discover the three criteria that will help you identify the clients who are best for your firm.

The true benefits of a strong partnership with a lender go beyond helping a CPA firm's clients or providing referrals.

The idea of employing a project manager was inspired by the clients with whom we work.

When you're trying to figure out how to deliver more value to clients so you can charge them higher fees, there's a new standard.

A handful of revolutionary ideas — some new, some old — whose time may well have come in accounting.

Some clients simply won't align with your strategy, while others haven't been the easiest to deal with in a smaller role.

Modern businesses are looking for more holistic relationships with accountants who can offer increased support.

Client needs and services will be different than they are today.

Recognize success patterns and be accountable to yourself and your team.

Just like the ballet, every interaction with a client is a performance.

The process should represent your vision for their business and minimize the frustration and confusion that can lead to a poor experience.

Ed Mendlowitz offers a host of tips and strategies you can implement now for a better busy season.

Every single person at your firm has an opportunity to change the experience your client is having with your organization.

To truly optimize clients' financial lives, advisors and CPAs must come together. By adding an elite wealth management practice, CPAs can see an increase in bottom-line revenue.

The review process is an easy way for a firm owner or partner to become aware of an unusual activity for a client, and for the preparer to learn more about that client.

A recent podcast interview discussed how to adapt, innovate and take on the challenges of running an accounting practice along with some personal tips and tricks.