In a perfect world, clients would read the terms of a contract and sign it only after they completely understood and agreed with them. Unfortunately, due to a lack of time or simple neglect, a client ...

Navigating the struggle of managing multiple client accounts without burning out is quite common with most entrepreneurs, especially service providers. We are often so occupied with attracting new ...

Opinions expressed by Entrepreneur contributors are their own. It’s late in the evening, and while watching a sports game, the news, a movie or spending time with the family, a client suddenly calls, ...

How can I prompt clients to refer me to others? How can I prevent lost returns or market volatility from affecting my client relationships? How can I convince my client to follow my advice? Although ...

“I am not comfortable telling you my family’s history of mental health conditions, it’s embarrassing.” Though unsurprised by this statement, I was stunned by its disclosure. Actually, I was pleased, ...

When it comes to the advisor-client relationship, research finds that retention and new client acquisitions may depend more on the level of trust a client has in the advisor, than on the advisor’s ...

Ask any public accountant which of their regular clients will be pushing up against an impending busy season deadline, and chances are he or she can name them ahead of time. That’s because people tend ...

If you’re a helping professional, chances are you’ve had difficult clients. Here are composite examples of difficult clients I’ve had and what has worked best in working with them. And if you are a ...

If you’re new to being in business for yourself, you may feel a little lost on how to land clients. Maybe you have a brand in mind that you’d love to work with, but you don’t want to come off as pushy ...

Risk is inherent to any business activity, including the sale of a CPA practice. From the seller’s perspective, minimizing the major transitional risks after selling a CPA practice should be ...