Attracting and retaining clients is consistently a top concern for accounting firms. A steady churn of clients means that even firms looking to maintain the status quo must make an effort to keep clients satisfied and find new business. In a recent webinar, Wolters Kluwer product manager Samantha Grovenstein-Deal and Charlie Burns of Reid, Hanna, Johnson & […]

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Problem clients: every firm has them. How you deal with them is a different story. Identifying problem clients is the first step to improving your client relationships. But you don’t always have to fire a bad client. Here’s how you can differentiate the bad from the worse. The Jerk Frequently rude and disrespectful of your […]

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