The College of Law Practice Management recently held its annual Futures Conference — Untether the Law — focused on breaking ...

Here's how businesses can build lasting client partnerships by fostering trust, aligning goals, and maintaining open ...

I n today’s fast-paced world, your Android phone has become more than just a device for making calls and sending texts. It has evolved into a powerful tool that helps users buil ...

Good-quality client management is one of the most important factors of an accountancy firm’s success – yet all too often, ...

Excellence in client service requires a blend of responsiveness, clear communication, anticipation of needs, and deep business understanding. By implementing these standards, you can elevate your ...

Building Rapport with CPAs: To facilitate successful referrals, advisors should invest time in understanding CPAs' workloads and pressures, especially during tax season. This understanding can lead to ...