Your Checklist to Prep Clients for Tax Season
You’ve done all the prep work for tax season: your firm’s site is up to date, you’ve got a clear payment system in place, and you just pushed a new email campaign to pull some last-second leads through the door. But have you given everything your clients need to be...
Tax Season 101: Managing Client Overload
Tax season is overwhelming for even the most seasoned tax and accounting professionals. Thankfully, there are a few simple strategies your firm can use to help manage your time and avoid client overload during this stressful time. Today, let’s explore how these...
Every Impression Matters: 4 Steps to Set Your Firm Apart from the Competition
With competition abounding for accounting services, firms need to hone every advantage available to them. One of the ways you can set your firm apart from the pack is to create an awesome client experience starting with the first interaction and continuing through the...