Client Management

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Client Onboarding Tips for Accounting Practices: Setting the Stage for Long-term Relationships

Client Onboarding Tips for Accounting Practices: Setting the Stage for Long-term Relationships

Managing an accounting firm and finding the right accounting workflow process is hard, but neglecting the client onboarding ...
7 Tips to Promote Client Retention for Accountants

7 Tips to Promote Client Retention for Accountants

Remember that song, "Love the One You're With" by Stephen Stills of Crosby, Stills & Nash fame? There's ...
Strategies for Client Retention in Modern Accounting Practices

Strategies for Client Retention in Modern Accounting Practices

The key to a successful accounting firm is not only attracting new clients but holding onto them. These ...
How to Audit Your Accounting Practice’s Client Communication to Be More Efficient and Effective

How to Audit Your Accounting Practice’s Client Communication to Be More Efficient and Effective

With any business, excellent client communication is a critical component of success. That's especially true with accounting firms ...
Six Mistakes Accountants Make During the Slow Season

Six Mistakes Accountants Make During the Slow Season

The life of an accounting professional can be a demanding one, especially during the always-hectic tax season. There ...
Customer Story Enhanced Client Experience and Increased Efficiency

Customer Story: Enhanced Client Experience and Increased Efficiency

Based in Kendallville, Indiana, Scott Frick, CPA, has been in practice since 1993. His accounting firm offers a ...
The Value of a Strong Online Presence for Accounting Firms

The Value of a Strong Online Presence for Accounting Firms

Twenty years ago, no one thought twice if your business didn't have a website.   Today, if you don't ...
Why Your Firm Should Have a Four-Day Workweek

Why Your Firm Should Have a Four-Day Workweek

The accounting field is hectic, with many accountants often working long hours that stretch beyond the demands of ...
Never Lose Clients Again Because of Inefficient Document Management

Never Again: Lose Clients from Inefficient Document Management

The busier you get, the easier it is for details to fall through the cracks. And for accountants, ...
Never Again: Struggle With Client Collaboration

Never Again: Struggle With Client Collaboration

To keep your accounting firm in the black, you want a client load packed with satisfied customers and ...
Never Again: Feel Understaffed During Busy Seasons

Never Again: Feel Understaffed During Busy Seasons

There's no secret formula to making tax season feel less hectic for your accounting firm, but that doesn't ...
The Best Way to Present Time and Billing Expense Reports to Clients

The Best Way to Present Time and Billing Expense Reports to Clients

Many professionals incur and bill costs to clients that include travel, lodging, auto, and other direct expenses associated ...