Blog Articles & Video Accounting

Question. Julian, hello from “Patrick.” That’s not really my Christian name, and I’d as soon skip my last name. How come? Because, like lots of other accomplished authors, I’m bombarded with snarky emails from people who want to spell out why they resent writers. Julian, what follows are disclosures that

Accountant-focused file-sharing and mobile client app maker Liscio is now integrated with practice management tools maker Karbon. With Liscio and Karbon working together, staff will no longer have to chase clients for documents or search across multiple platforms for documents that clients have sent to you. Additionally, since all client communications,

In the second article in this series, we looked at how we can help our “unreasonable and demanding” clients become less so by alleviating their fear and confusion. We do this by being a good host: Every time we engage with a new client or prospect – or whenever we

As part of our ongoing effort to address reader questions on issues that impact their professional lives, or that of their clients, we established our Ask AccountingWEB effort. Here, we accept queries from other accountants that wish to have our contributing topic matter experts answer in as much detail as

As early as nursery school, my report cards (despite “exceeding expectations”) would always mention, “Meghan needs to keep her social interactions to a minimum.” Later, my creative side had most friends and family thinking I would go into graphic design or become an educator. I’d like to think I was

In the “old days” an awesome client experience meant a friendly front desk person to greet clients, a clean, professional office and knowledgeable caring staff who adhere to promised deadlines. These principles still apply but many of your clients might be transacting entirely electronically with you now.  For this reason, firms

There are many ways to grow your accounting business, but one of the most tried and true ways remains through referrals. Referrals are generally warm leads. The amount of time needed to close these leads is usually shorter because the prospect is taking the word of someone they trust. That’s

Even as the due date for American tax filing and reporting recedes into the rearview mirror, there are still several open items and areas of ambiguity that remain unaddressed. Particularly as the volatility in the broader cryptoasset sectors continues to express itself on a routine basis – highlighted in a