Mapping the client journey is an eye-opening exercise that highlights inefficiencies and bottlenecks in your firm’s processes. By dissecting each stage of the client’s experience, from initial contact ...

In the strongest client relationships, an outsider can't tell who's the client and who's the service provider because they're both focused on solving the problem.

Working with clients may not always be smooth sailing. The voyage may begin in calm seas, but a squall may disrupt your journey. Being alert and prepared to address unforeseen challenges can represent ...

Fact checked by Vikki Velasquez Key Takeaways Personal, authentic, and consistent emails are more likely to engage clients ...

The reason integrated firms are being built and attracting clients is not because service bundling is a clever revenue trick.

If you've attracted three clients to your new business, you might be onto something. Getting one client is easy and potentially an anomaly (argh). Getting the second client is the start of a trend.

We can all agree that putting a client’s interests first is important for long-term practice success. It's not only a regulatory responsibility for many advisors, but it’s also good business practice ...

Attorney-client privilege is one of the most important protections in the legal system. Its powerful legal protection allows clients to speak freely and candidly with their attorneys without fear that ...

Not all clients are good for your business. Learn how to identify bad clients, minimize their impact and professionally fire them while protecting your team, finances and reputation. Bad clients can ...

Without marquee clients, your firm is destined to have a client base that consists of small and midsized companies that have steady, but low-margin fees today and steady, but low-margin fees tomorrow.

Risk is inherent to any business activity, including the sale of a CPA practice. From the seller’s perspective, minimizing the major transitional risks after selling a CPA practice should be ...

If your business already manages server resources and you’re looking for a simpler endpoint device solution, you may want to consider thin client technology. Thin clients are more flexible, easier to ...