Client strategies

As artificial intelligence streamlines many accounting tasks, clinging to hourly billing will become increasingly unsustainable.

Ed Mendlowitz is making 190 tax season, practice management and personal tips checklists available in a usable searchable Word format.

Regular reviews can determine whether a life insurance policy is performing according to expectations and meeting the client's current financial objectives.

You need to offer more services to your current clients and then to new clients.

Here's the right way to help them lean into risk.

Ed is offering to email a bundle of articles that provide helpful tax, valuation, financial planning and practice management advice.

Professionals should never be bill collectors.

What would happen if CPAs offered clients a list of suggested services for a fixed fee?

CPAs must navigate conflicts of interest, transparency, and confidentiality while representing clients in IRS negotiations.

Your clients have options, and the experience you offer can make and keep you the clear choice.

Mariel Diaz's accounting practice is custom-made for her exclusively jewelry-industry clients.

CPAs and accounting firms live (or die) by calendars and clear communication, with regular deadlines dictating their activities and priorities.

Creating unique, clear and meaningful names for your offerings sets your firm apart from competitors and communicates value more effectively to clients.

Learn to be intellectually promiscuous.

Impress upon your clients the importance of engaging you to perform an array of services for them.

Find out what the client needs and then figure out how to fill that need.

Now is a great time to look at three important operations within your firm: sales, onboarding and service.

Consider this "introduction" as a sales effort to make the advisory services' sale.

All too often, clients literally don't know what their accountants are talking about.

Too many accountants use these arguments to avoid charging clients what they should.