For the first several years of running my firm, I didn’t put much effort into the client journey. I was busy doing the...
Continue Reading This ArticleFor the first several years of running my firm, I didn’t put much effort into the client journey. I was busy doing the...
Continue Reading This ArticleIn any industry, you can’t build strong client relationships overnight. To stand out in accounting, strong technical...
Continue Reading This ArticleToday’s accounting clients are comparing you not just to other firms, but to every modern service they use. Their bank...
Continue Reading This ArticleBetween looming deadlines, constantly shifting tax laws, and somehow even heavier workloads than last year, client...
Continue Reading This ArticleThe accounting profession is undergoing a dramatic shift, not just in technology and regulation, but in what clients...
Continue Reading This ArticleIf you're an accountant, you spend more time than you'd like sending reminder emails, waiting on signatures, or...
Continue Reading This ArticleAccounting may be built on numbers, but long-term success is built on relationships. Your ability to deliver excellent...
Continue Reading This ArticleAs featured on Accounting Today’s “On the Air” podcast with Dan Hood
In a recent episode of Accounting Today’s podcast ...
Continue Reading This ArticleLast week I discussed why firms should care about design and the value a good brand can bring, but how do you create a...
Continue Reading This ArticleYou’ve probably heard the saying, “You only get one chance at a first impression.” And while it’s certainly possible to...
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