Practice growth and client service

How to engage next-generation clients

This column offers steps to position your firm to keep your corporate clients as they transition their businesses and find new individual clients as your existing clients age out.

Being responsive to clients

Prompt, effective responses to clients’ concerns are essential for firms and CPAs, who take pride in their reputation for service.

How to avoid inheritance mistakes

During times of grief, family members often become overwhelmed and make quick decisions about inheritance details they don’t understand.

SPONSORED REPORT

This report details how to establish and maintain employee trust, why expenses can cause unnecessary disengagement, and how to communicate clear, concise T&E guidelines.

QUIZ

Catch these sneaky sound-alike words in your writing

Even professionals who write every day can use the wrong sound-alike word. Refresh your knowledge of common homophones by choosing the right word for these seven sentences.