Client strategies AT Think Better client management strategies for accounting firms By Jason Schow and Jason Blumer March 09, 2021, 11:35 a.m. EST 6 Min Read ...

Effective client management does not only include your knowledge of the law. It includes how you communicate with your client, helping to set reasonable expectations, and gaining your client's trust.

Around three years ago, the president of Creative Capital Wealth Management Group in Phoenixville, Pennsylvania, created the Milestone Clarification Process, a retainer-based financial planning ...

To grow a modern bookkeeping firm, client collaboration is just as important as your tech stack and compliance processes. In fact, just like any modern ...