Client strategies

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.

Sage EVP Jennifer Warawa says technology has turned everyone into explorers – but they all need help navigating the future.

Here are plans for the next year in accounting, drawn from our annual survey of over 500 firms on their expectations for growth, tech spending, social media, new services and more.

I had a meeting recently with an accountant and was led into his office while he was on the phone. I overheard him telling a client that he wouldn’t be able to get his work done as promised because his humongous client needed something done right away, and “you know how that is!”

Whether you call it value billing or advanced pricing, the way accountants charge for their services is going to change in the near future, and consultant Michelle Golden dives into how.

Building a wealth management practice among the midsized mass-affluent

Accountants too often shoot themselves in the foot when it comes to talking to clients about fees, and Inovautus Consulting’s Sarah Johnson Dobek encourages them not to be afraid to stand up for themselves and their value to make these conversations less awkward.

Thanks to technology, we see clients less, but speak and interact with them more, maintaining and strengthening the relationship.

Who would the changes help — and hurt? Baird’s director of advanced planning weighs in.