How to Make Small Talk With Clients Less Awkward
Even the most outgoing people struggle when it comes to making small talk with people they barely know. Especially when...
Bring More Value to Your Clients With Charitable Planning
By Susan M. Tillery, CPA/PFS The role of the CPA is evolving. Clients are increasingly looking for a “one-stop shop” where...
7 Things to Do Before Retiring in 2018
If you plan to retire in 2018, now is the time to start planning for your transition into retirement. You...
Why Emotional Intelligence Matters for Accountants
By Mark Phillips It may come as no surprise that 1,200 executives in 44 countries believe technology is having the greatest impact...
Good Clients, Bad Clients—How to Manage Them All
Managing clients is tricky business. Some clients are interested in many services and pay on time. Others use just one...