Client Relationships

Get Paid Faster — 3 Ways to Optimize Payments Processing at Your...

Getting paid is how your accounting firm will stay successful — there's no way around it. When it comes to navigating the nuances of getting paid, it's never simple. Here are top...

6 Ways Accounting Firms Can Successfully Retain Clients

For any business looking to grow, finding new customers and retaining existing ones is the lifeblood of their business, and accounting firms are no different. 

Study: Clients Want Accountants Who Use the Latest Technology

As accountants, you know the importance of client satisfaction—they are the backbone of your business after all. Wouldn’t it be nice to know what was going on inside their heads?...

How 2022 Global Consumer Trends Could Impact Your Firm

Times have changed these past few years, haven’t they? There have been so many differences around the world, not only in our personal lives, but in our professional lives as well....

Infographic: Clients Want Accountants Who Use the Latest Technology

Client Onboarding: 6 Steps to Happier Clients and Lower Attrition Rate

You did it! You finally landed that much-anticipated client. The big one or the first one or just another one. So it’s time to get to work, right?

How to Effectively Seek Feedback Through Client Reviews

Most accountants are great at what they do. An article from WallStreetMojo states that CPAs “are adept at handling complex financial dealings through prompt human interaction.”...

Top 3 Must-Haves For Accounting Customer Experience

Customer experience is crucial at your accounting firm. Not only will an amazing experience make clients happy, but it means gaining more clients in the long run.  That's because,...

Why You Need Client Experience Processes

As service providers, accountants have always paid close attention to providing exceptional client service to their clients. While that’s still imperative, client service is not...

8 Ways To Encourage Your Clients to Pay on Time

Accounting practices are like most other small businesses when it comes to managing cash flow. If your clients aren’t paying what they owe you on time, you may have difficulties...

4 Ways to Keep Your Clients Happy and Loyal

While maintaining transparency is an important step to building strong client relationships, there are other things you can do to make clients happy. Happy clients are clients who...

3 Things You Should Do With New Clients

There’s nothing quite like that feeling of landing the perfect new client. Not only is it great to watch your accounting practice grow, but there’s something about the chance to...

How to Build Strong Client Relationships at Your Accounting Firm

Building strong client relationships in your accounting firm is one of the most important things you can do to have a successful business. Happy clients who keep coming back for...

Why You Should Wish Clients a Happy Birthday and How to Get Started

Showing your clients you care can come down to the small details — even typing their name in an email, rather than addressing the note as “Dear Client” can make a big difference....

What To Do If Your Client Gets an IRS Notice

Getting an IRS notice in the mail is probably one of the more frightening tax-related things that can happen to most of your clients. Often, taxpayers are so overwhelmed by the...