Firm & Practice Management

Artful Communication: How to Effectively Deal With Clients
 

Artful Communication: How to Effectively Deal With Clients

Posted: May 17, 2016
Clients are the backbone of our business — without them CPA firms wouldn't succeed. So how do you make sure you communicate effectively with them, and skillfully sustain and grow the client relationship?

11 Steps for a More Effective Accounting Firm Website
 

11 Steps for a More Effective Accounting Firm Website

Posted: April 19, 2016
Simply having a website isn’t the same as having an effective one. Here are some simple steps for keeping your website effective and a valuable resource to both your firm and the website’s visitors.

5 Tips for Firms Considering Niche Accounting
 

5 Tips for Firms Considering Niche Accounting

Posted: April 11, 2016
Before you decide to focus your attention on a specific niche, consider these five tips to make sure you’re taking your accounting firm in the right direction.

10 Biggest Myths About Losing Clients
 

10 Biggest Myths About Losing Clients

Posted: November 23, 2015
We think our clients love us, but sometimes they leave. Where did we go wrong? Here are 10 myths about losing clients.


6 Tips for Promoting Your Tax Practice
 

6 Tips for Promoting Your Tax Practice

Posted: September 24, 2015
Marketing a tax practice is vastly different than doing so for any other kind of business. Here are six key tips to promoting your tax practice in the most effective way, without necessarily spending on ads or technology.

7 Ways Accountants Provide Value to Their Clients
 

7 Ways Accountants Provide Value to Their Clients

Posted: September 14, 2015
When you provide a service and expect people to pay you, it’s reasonable to expect they will ask, "What am I getting for my money?" In most professions, establishing your worth is the value proposition. How do you provide value?

Covering All the Bases When Disengaging a Client
 

Covering All the Bases When Disengaging a Client

Posted: August 18, 2015
They say that breaking up is hard to do, but it’s part of life. If done properly, disengaging from a client can have a positive effect on both the firm and the client.

Turning Client Service Outside In
 

Turning Client Service Outside In

Posted: July 6, 2015
An outside-in approach to service starts with the clients’ true needs and addresses their problems by seeking creative, integrated solutions via in-house capabilities combined with those they need to acquire.