Firm Management

 3 Tips to Have Better Meetings with Your Clients

October 14, 2013 

3 Tips to Have Better Meetings with Your Clients

Client meetings are an integral part of being a great accountant. The most important of these meetings is often when you’re tasked with presenting the client with your financial analysis. Making the most of this meeting can do wonders for establishing client trust and retention.

workflow1_11188039

October 7, 2013 

4 Tips to Improve Firm Workflow Processes

Process improvement has been a stated goal in most firms for some time now. Looking for ways to do more with less became even more important during the economic downturn. And the concepts of Lean Six Sigma that started in manufacturing are now making their way into professional services firms, including accounting.

Jim Boomer