Read about effective client onboarding strategies that can help you not only get the ideal clients, but keep them.
Learn about four key trends that will result in the complete transformation of the accounting industry.
Read about five methods I developed that have allowed me to get new clients.
Learn how tax providers can maximize their client services by partnering with other advisors, such as lawyers, financial planners, and estate planners.
Tax planning for your client should be a year-round effort. Learn how to communicate with your clients about taxes throughout the year.
The Automated Clearing House Network (ACH) is an electronic funds transfer process most commonly used for direct deposit of payroll and Social Security payments, although an increasing number of companies use it to make accounts payable and tax payments. Learn how it works.
Listen to your clients in order to get them the answer they need.
Technology changes are driving dramatic changes in how businesses and accounting professionals work together. Discover ways to deliver better service by actively doing more for your clients.