Client retention

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Lee Frederiksen
July 2, 2020 1:07 PM

Finding ways to not just maintain revenues but increase them is becoming Job One for accounting practices large and small in the pandemic.

4 Min Read
A sign advising of social distancing measures in place stands on display at the entrance to a Pick n Pay Stores Ltd. supermarket in Johannesburg, South Africa, on Monday, May 11, 2020.
Darren Root
June 1, 2020 9:00 AM

Darren Root shares why keeping your clients' comfort in mind is more important than ever.

3 Min Read
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Kyle Walters
May 1, 2020 10:30 AM

What Maya Angelou can teach us about client communication.

3 Min Read
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Jody Padar
April 8, 2020 11:27 AM

Now is the time for CPAs to show up as a trusted advisor with good judgment, steady energy and a great, empathetic connection with their clients.

4 Min Read
Tax forms
Edward Mendlowitz
April 6, 2020 1:16 PM

Keeping in touch with clients is very important, especially during this period of isolation. Here is a way to provide updates to clients regarding their tax returns and to keep in touch generally.

3 Min Read