Talking about client support and communication.
You’re good at your job. When it comes to bookkeeping or financial advisory, you know what you’re doing now, and you can handle every task that comes [...]
No one likes to hear the phrase “scope creep”. In the accounting world, it kind of has the same ring as “Voldemort” or “giant spiders have taken [...]
How much would you pay for good advice? It’s hard to say. When implementing client accounting advisory services, this is exactly the dilemma many firms run into. [...]
Maybe you’ve been hearing a lot about client accounting advisory services (or CAS) lately. If that’s the case, you aren’t alone. The demand for advisory services has [...]
Chances are, you’ve heard the phrase “advisory services” being tossed around lately. A quick google search of the term might yield many confusing, often contradictory definitions. Fortunately, [...]
As businesses develop and shift priorities, their bookkeeping and accounting needs will also evolve; likewise, you and your firm are constantly innovating, building experience, and taking on [...]
It’s not easy to say goodbye, but a client offboarding checklist can help make the process of separating from a client as painless as possible. We get [...]
