Client Management

Categories

How to Keep Your Clients Informed of COVID-19 Benefits & Tax Programs

The world has seen some extraordinary times in the last few years. We’ve experienced the uncertainty of what ...

Objections Prospective Clients Have to Accounting Services (and What to do About Them)

In an ideal world, every prospective client would be enthusiastic about signing up, getting started, and paying your ...

The Top 4 Things Accountants Need to Stop Doing | CPA Time & Billing Blog  

When we think of business time-wasters, we tend to focus on employee-led distractions: coffeepot chatter, social media scrolling, ...

Top Sign a Client Needs Help | CPA Client Management Blog

Financial problems are embarrassing. Most people don’t want to talk about them—not even to those who most need ...

Top Ways CPA File Sharing Software Improves Your Firm’s Communication

In days of yore, “collaboration” meant gathering the staff and/or clients into a conference room. But today’s document ...

Practice Management Tips for CPAs: How to Select Great Clients

Growing your accounting firm is a tremendous accomplishment. Even better, more cash flow coming in gives you the ...

How to Re-engage Unresponsive Clients | Practice Management Tips for CPAs

As accountants, sometimes chasing down a client can feel bit like dealing with an unresponsive teenager, only without ...

How to Stop Chasing Clients with Time and Billing Software for Accountants

Every January, accounting firms and CPAs must deal with a last-minute scramble caused by clients who wait until ...

What is 256-Bit Encryption, and How Can a Secure Client Portal Protect my Firm from Hackers??

You may have seen the term “256-bit encryption” floating around, and had no idea what it meant. If ...

Top 5 Reasons Why a Secure Client Portal is Better Than Email

For decades, accountants and other professionals who handle sensitive data have relied on email to communicate and collaborate ...

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

Examples of Time and Billing Software Expense Presentations Most professionals incur and bill costs to clients including travel, ...

How Effective Client Relationship Management Helps Grow Your Firm

Client Relationship Management – What it Means to Your Firm Should you consider switching from using a list ...