Client strategies

There are two types of accountants—those who do their work with blinders and those with wide-open eyes. Both can do competent jobs for their clients, but the ones with the wide-open eyes grow and can do far better work for their clients.

If firms aren’t proactive, it’s all too easy to drive away clients and lose business (text version).

If firms aren’t proactive, it’s all too easy to drive away clients and lose business.

Accountants should start building programs to make the most of the 80/20 rule

As clients age, accountants and advisors need to be ready to help them and their families handle the issues surrounding their eventual decline. U.S. Wealth Management’s John Napolitano discusses how, and why it’s more important than ever.

How a firm gets its first dollar will be very different from how it gets its first million.

Of all the obstacles to success in accounting, accountants' own fears may be one of the most important. Consultant Phil Whitman discusses the many ways the profession gets in its own way -- and how to overcome them.

Even when speaking directly to clients, tech toys can help make a point.

Steve Ballmer’s new USAFacts offers a model for accountants to serve clients more deeply.

What you know isn’t as important as who you know – your clients

Your clients are expecting more and more in the way of digitized services.

This is your clients' time to communicate directly with you: Even the once-per-year tax clients need to interact with you -- so you have two choices.

It turns out that the profession has many of the symptoms -- and its holding them back.

Capability, courage, commitment and confidence will help you move up the value chain.

For many tax and accounting professionals, filing season represents your best -- and only -- chance to interact with customers.

Like many business owners, accountants can get so wrapped up in their work that they lose track of important administrative tasks.