Kyle Walters, CFP, CPWA, CIMA, is a partner at
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What accounting firms can learn from Chick-fil-A and Maya Angelou.
May 1 -
There are just three things clients want to know at tax time, and video summaries can provide the answers.
April 17 -
As accountants, we don't get credit for having correct punctuation and spelling, but missing those things makes you look careless and not focused on the details.
March 5 -
What if you viewed busy season as an opportunity to make continuous improvement?
February 23 -
Seek feedback from someone outside your professional circle who isn't mired in industry jargon.
January 31 -
A client resource hub is a dedicated section of your website that serves as an easy-to-skim central repository of information for your clients.
January 24 -
You may have plenty of work, but is it the right kind of work?
January 12 -
How many of the three As would your clients say you possess?
December 1 -
There's a case to be made against iron-clad contracts.
November 21 -
Very few firms are asking themselves how they can make sure their client service associates are doing the very best job they can.
November 7