Client strategies

Tax pros share their strategies for dealing with cost-conscious clients.

Accountants also report relatively low churn among their client base.

How much money will you leave on the table this busy season?

Frequently we are asked to prepare a formal proposal. This is usually done when the client or prospect is considering multiple firms and the decision will either be made by a board of directors or when the person making the decision feels the need to tangibly back up their decision.

Everyone has them, but there are plenty of ways to deal with those painful clients, according to John Napolitano.

A handy checklist for figuring out which prospects will benefit most from client accounting services.

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.

It all starts with the client onboarding process.

I’ve spent my career as an “expert generalist,” so when a book on the advantages of being a generalist was published, many friends called it to my attention and I read it.

Well more than half of accounting firms offer more than three distinct services to business clients.

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.

These are the building blocks for making your clients’ lives better.

The virtual curriculum aims to introduce younger staff to the skills and ideas they need to bring in new business.

You and your client both invested your most valuable resource — time — into a meeting. Don’t drop the ball now.

The third in a series of articles about running better client meetings.

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.