Most people who set their inboxes to OOO don’t put much time into what they’re conveying to the outside. They should. And so should you.
Read More »Category Archives: Client strategies
Feed SubscriptionA year-end like no other
With the many issues presented by 2020, it’s a great time for a deeper conversation with clients.
Read More »Forget about LIFO and FIFO. Your new job is NIFO
Most CPAs I know don’t think of themselves as being on their clients’ advisory board, but they are.
Read More »4 steps to becoming a virtual firm
If you’ve ever considered transitioning to a virtual model, now is a golden opportunity — but it should be done right.
Read More »External lessons from the pandemic
Tamera Loerzel and Jennifer Wilson of ConvergenceCoaching return to look at external issues that the coronavirus pandemic has raised for accounting firms in terms of dealing with clients, revamping services offerings and more.
Read More »Internal lessons from coronavirus
Tamera Loerzel and Jennifer Wilson of ConvergenceCoaching dive into the major issues that the COVID-19 pandemic has raised for accounting and tax firms — staff, technology, operations and more.
Read More »7 ways to grow your accounting practice, even in a down economy
As an accounting professional, these are tough days. But that doesn’t mean your practice can’t grow during this season.
Read More »Handling your own mistakes
Every accountant and financial planner will make mistakes, says John Napolitano of U.S. Wealth Management — the question is how you handle them.
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