Setting and meeting client expectations can be the key to running a successful bookkeeping firm. Happy clients can propel your firm to success, while unhappy clients can [...]

There was once a time when email was THE most cutting-edge technology, but is it still working for client communication at your accounting firm? While email is [...]

Nobody wants to be the bad guy, and saying no to accounting clients often makes you feel like one. It can be difficult to manage client expectations, [...]

Did you know that satisfying your clients starts with satisfying your employees? It’s true. Happy employees can lead to happier customers. Think about it: do you feel [...]

Not every accounting client is going to be a walk in the park. As a matter of fact, some of them are going to be incredibly difficult [...]

Boundaries and expectations must be managed in order for any relationship to thrive — that includes your relationships with clients at your accounting firm. Failing to set [...]

Running a successful accounting or bookkeeping firm takes excellent communication — and, oftentimes, it takes many styles of communication. Consider this: do you talk to your grandpa [...]