Client strategies

Done right, it's the first step to innovation for accounting firms.

Moving from"compliance to reliance" is a difficult journey, but Mentor Plus CEO Edi Osborne has a roadmap for firms.

Clients don’t care how much you know about accounting; they care how much you know about their situation.

Accountants need to really understand their clients' perspectives to live up to their 'trusted advisor' status, says Geni Whitehouse.

The “health challenges” that firms face typically revolve around one or more of four main areas.

With client expectations changing rapidly, Inovautus Consulting’s Sarah Johnson Dobek explains how firms need to improve the experience they offer.

Four accounting firms share their experiences looking for secure, efficient document exchange

If you don’t want to drop difficult clientele, try giving them priority care so they won’t pester you so much.

Taxpayers who prepare their own returns can sometimes end up being new clients.

The Big Four firm had the larger number of new clients for the year, but the Seattle firm netted the most.

With the new tax law now a reality, the upcoming tax season is the perfect time to showcase your value as a true trusted advisor to your clients.

When the New England Patriots faced the Seattle Seahawks in Super Bowl XLIX in 2015, average ticket prices right before the big game topped $5,600, according to published reports.

A merger with Denver-based Hein gave the West Coast giant 33 new clients.

Adding the right combination of new capabilities will make you more valuable to clients and more scalable as a business. Follow this advice in today’s new advisory landscape.

Did you ever think about your value to your clients and what they are paying you for?

“Tis the season for fee increases” is a song I hum every year in late December. This has always been a good time for me to review the year and fee structure with clients.