Client strategies

There are many myths flying around the internet about how niching down can harm your firm. They're false.

Many services can be marketed to new clients as well as to existing clients. Once you begin adding services to your clients, more develop.

A client resource hub is a dedicated section of your website that serves as an easy-to-skim central repository of information for your clients.

You may have plenty of work, but is it the right kind of work?

Accounting firms have untapped potential in their existing client base that can help them reach their growth KPIs.

CBIZ MHM's Latino-owned business service team has Southern California roots and national ambitions.

Here are three questions you can use as a guide to make tomorrow better.

Tax season is around the corner. Starting now with a few easy steps can relieve much of the pressure later.

There's a case to be made against iron-clad contracts.

Conflicts, independence and wisdom sit in the native-built corporate tree.

Very few firms are asking themselves how they can make sure their client service associates are doing the very best job they can.

Any business that lets past due accounts receivable accumulate is not being managed well.

Your competitors of the future are probably not who you think they are.

Don't underestimate the power of sending something that's tangible in this digital age — something that someone can hold and touch.

It's time to shift your focus from the transactional to the relational.

There will always be both business owners and individuals who drag their feet on different elements of their financial planning.

If clients don't know what their future selves look like, they can't finish the planning process. That's where you (and behavioral finance) come in.

Tax professionals may be unaware of the potential benefits that can be gained by partnering with a wealth manager.

Firms need to operate more like football teams than loose collections of golfers.