Banner image for Scaling New Heights 2024, the premier accounting technology conference in the United States. The image features the conference theme and dates.
 

How to Manage Client Onboarding and Relationships

Client onboarding is a significant milestone for accounting firms when it comes to determining growth and success, but...

Continue Reading This Article

The Top 5 Client Care Metrics for Accountants

Most people have a very specific idea of metrics and KPIs. They think about sales, expenses, and other financial...

Continue Reading This Article

The Power of Empathy and Care: Navigating Conflicting Expectations with a Valued Client

Introduction:

In the accounting industry, I am not just a numbers cruncher but also a builder of meaningful...

Continue Reading This Article

How to Sail Through Tax Season This Year

2023 started off with a BANG, didn’t it? January flew by and now that February is over, many of the Woodard Report...

Continue Reading This Article

Making Security EASY for Clients Must be a Top Priority for All Firms

If you are like most firms, you have secure solutions for clients to use when sending sensitive information to your...

Continue Reading This Article

Accountants Can Take These 3 Steps To Customize the Client Experience

Business-to-business marketing took a big step forward with the realization that, at the receiving end of the customer...

Continue Reading This Article

The Myth of the All-in-One Practice Suite

It might seem tempting to try to find a one-stop-shop for all the software needs your firm has from front office to...

Continue Reading This Article

Accuracy Versus Getting the Job Done

As an accountant or bookkeeper, you know that accuracy is king. But is it always king? Or are there times when accuracy...

Continue Reading This Article

Business Email Dangers - Are You Protected?

Email is great... until it isn't.

One of the harsh realities of doing modern business is the reliance on email. It’s...

Continue Reading This Article