When a client begins work with a new accounting firm, the onboarding process sets the stage for what's to come. This is where leadership shines, not just in the logistics they oversee but in the ...

Whether they're individuals or organizations, clients are the heart of the accounting profession, the reason why firms even exist in the first place. But finding the right client — or even determining ...

First impressions often have long-term implications, particularly when it comes to getting relationships with new clients off to a good start. In fact, the goodwill that’s created with customers ...