ThomsonReuters

MARCH 22, 2022

The connection between accountants and their clients is an important relationship in the business world. Not only do clients trust their accountants with detailed — potentially embarrassing — financial secrets, they also expose many of their business decisions, including the good, the bad, and the ugly.

Accounting Firms 98

Accounting Firms Start-ups Technology 98

ThomsonReuters

MAY 4, 2023

The importance of setting a client scope agreement cannot be understated. For CPA firms, having clear expectations and boundaries with their clients can help avoid misunderstandings, scope creep, and other potential risks. How do you know you are lacking in client scope? How do you define a successful scope agreement?

Start-ups 59

Start-ups 59

JPAbusiness

NOVEMBER 14, 2023

In both cases one of their critical success factors was being able to choose who they did business with – i.e. being able to choose their clients – and both were quite ruthless in doing this! Cherry picking their clients like this meant the margin at the bottom line was very strong.

78

78

Benchmark Report

NOVEMBER 29, 2023

Benchmark International is delighted to share the testimonial of our recently acquired client Boiler & Industrial Plant (Pty) Ltd by Entruevest Holdings (Pty) Ltd - A Diversified Investment Holding Company.

59

59

ThomsonReuters

FEBRUARY 23, 2023

Client relationships, like any relationship in life, can at times be challenging. Miscommunication, unrealistic expectations, and personality differences are bound to surface on occasion, but establishing boundaries early on can help accountants avoid these problems and better manage client expectations.

59

59

Benchmark Report

NOVEMBER 23, 2023

a market-leading Microsoft product and service consultancy in South Africa providing advisory services to public and private sector clients. Explore the exciting corporate development as Ernst and Young Advisory Services (Pty) Ltd (“EY”) achieves a significant milestone by acquiring Parity Software (Pty) Ltd.,

Marketability 59

Marketability 59

ThomsonReuters

MAY 19, 2022

Unfortunately, businesses often make assumptions about what their clients want. Sometimes they miss the mark, which can lead to misunderstandings, unmet expectations, and potentially dissatisfied clients who eventually take their business elsewhere. Increase client communication, value. However, that is often not the case.

Accounting Firms 105

Accounting Firms Banking Technology Finance 105

ThomsonReuters

APRIL 13, 2023

If you have satisfied tax return clients, in many ways you’ve already taken a step towards recurring income. But while this certainly adds a dose of predictability to your revenue stream, retainer clients take your income consistency to another level. The client gets to “jump the line,” so to speak, and you get guaranteed income.

Accounting Firms 59

Accounting Firms Finance 59

Reynolds Holding

FEBRUARY 5, 2024

According to the SEC’s order, from 2020 to July 2023, JPMS regularly sent a confidential release agreement to retail clients to whom it had issued a credit or settlement over $1,000 (the “Release”). Comm’n, Remarks at Securities Enforcement Forum (Nov. 15, 2022), [link]. This post comes to us from Debevoise & Plimpton LLP.

45

45

Truelytics

MARCH 16, 2023

in terms of winning new clients, increasing share of wallet, and reducing client attrition by getting better at helping clients understand risk. As Aaron explains, it all comes down to providing clients with more comfort and confidence in their financial journey. Subscribe to the Podcast!

Technology 98

Technology 98

Reynolds Holding

DECEMBER 14, 2023

One of the principal objections is that the introduction of a third-party funder might interfere with the attorney-client relationship. Third party financing weakens the traditional attorney-client relationship,” the U.S. Better Aligning Lawyer and Client Why do litigation funders seek these hybrid fee arrangements?

Finance 72

Finance 72

Accounting Web

AUGUST 16, 2022

Clients How to Simplify Communication With Clients.

123

123

Sun Acquisitions

MARCH 26, 2024

In recent years, Sun Acquisitions has observed the competitive landscape of the MedSpa industry and acknowledging a loyal customer base is as crucial as attracting new clients. Understanding M&A as a Client Retention Strategy M&A can be a game-changer for MedSpa businesses looking to cement their market presence.

Marketability 52

Marketability 52

ThomsonReuters

NOVEMBER 25, 2020

Due to the unfortunate circumstances revolving around COVID-19, firms are now dealing with the need to advise accounting clients through bankruptcy. In beginning to think about advising your accounting clients through bankruptcy, Steve Nickles brings up a piece from The New York Times. The current state of bankruptcy and COVID-19.

Accounting Firms 98

Accounting Firms Marketability 98

ThomsonReuters

FEBRUARY 8, 2022

1) Communicate clearly to win new tax clients. When you seek to win new tax clients, it’s best to start at the beginning. Do you know what your clients and prospects want, especially in terms of communication? How do you begin to know the best way to win new tax clients and retain your existing client base?

Accounting Firms 105

Accounting Firms Technology Marketability Start-ups 105

ThomsonReuters

SEPTEMBER 9, 2022

But for those accountants who’ve answered the call to provide advisory services and being that valued business partner their clients need, the accounting profession can be one exciting ride. And today’s research technology has allowed practitioners to provide their clients with the fast, accurate, answers they need.

Compliance 98

Compliance Accounting Firms Technology 98

Biz Equity

JULY 7, 2023

The Four Key Elements of Client Experience for Business Owner Clients While anyone can benefit from sound financial guidance, business owners often face unique challenges that make achieving their financial goals especially difficult.

40

40

Benchmark Report

FEBRUARY 12, 2024

Benchmark International successfully facilitated the acquisition of Litson Group. Watch as founder Mike Litson shares his experience selling his company with Benchmark International.

59

59

Sun Acquisitions

AUGUST 2, 2022

Sun Acquisitions’ clients were both private and publicly held companies which acquired domestic and international targets. Larry Sanderman, Managing Director, led all these Buy-Side campaigns which produced numerous leads for our clients. Sun Acquisitions is a Chicago based mergers and acquisitions firm.

Marketability 98

Marketability 98

Truelytics

JANUARY 25, 2022

Episode 73 - Financial Advisors Can Finally Embrace Client Testimonials. It has been common knowledge for independent financial advisors and RIAs that client testimonials and endorsements are a "no go" area. Modern Financial Advisor Podcast ·. Well, thanks to recent rule changes by the SEC the world has changed.

Marketability 92

Marketability 92

ThomsonReuters

AUGUST 24, 2023

Why do clients need to sign a 7216 consent form? How to talk to your clients about signing a 7216 consent form? A 7216 consent form is a document that allows a tax preparer to use or disclose a client’s tax return information for purposes other than preparing their tax return. Jump to: What is a 7216 consent form?

Technology 52

Technology Compliance Banking Marketability 52

Law 360 M&A

DECEMBER 13, 2023

Artificial intelligence tools will increasingly enable clients to monitor and evaluate their counsel’s activities, so attorneys must clearly define the terms of engagement and likewise take advantage of the efficiencies offered by AI, says Ronald Levine at Herrick Feinstein.

52

52

Law 360 M&A

MAY 5, 2023

As law firm growth slows and competition for clients increases, modern firms must rely on robust data analytics to develop the sector-based expertise and industry insights that clients increasingly prioritize in relationships with counsel, says Lavinia Calvert at Intapp.

75

75

ThomsonReuters

JUNE 22, 2022

But are your clients asking you for more? But after speaking with an acquaintance in the accounting profession, she learned that a true accountant should be focused not only on taxes and bookkeeping but on helping clients make good business decisions and meeting strategic goals. File taxes. Prepare financial statements.

Start-ups 98

Start-ups Accounting Firms Banking Marketability 98

Truelytics

APRIL 11, 2022

Episode 80 - Why Helping Clients Build Wealth Is Smart Business For Financial Advisors. As Kieran Bol from PriceMetrix by McKinsey noted on a previous episode of the podcast, most financial advisors are not growing their AUM by adding new clients. Modern Financial Advisor Podcast ·.

98

98

Law 360 M&A

SEPTEMBER 20, 2023

When using generative artificial intelligence tools, attorneys should consider several safeguards to avoid breaches or complications in attorney-client privilege, say Antonious Sadek and Christopher Campbell at DLA Piper.

75

75

ThomsonReuters

MAY 19, 2021

Over the past year, virtual communication practices have accelerated and changed our normal pattern of behavior with our clients. With the pandemic forcing firms to engage with clients in new ways, an opportunity arises to set expectations around what methods will stay with us long-term. Depends on the volume of emails the client gets.

Start-ups 98

Start-ups Technology 98

ThomsonReuters

NOVEMBER 21, 2023

Jump to: Set engagements and expectations for next year Address economic pressures that are top of mind Advise on tax planning topics As the year comes to a close, most accounting firms are guiding clients through the complexities of year-end tax planning. Often, clients end up running the firm because you are waiting on their data.

Start-ups 52

Start-ups Accounting Firms 52

Law 360 M&A

AUGUST 24, 2022

Attorneys are likely already feeling the pressure that a recession brings to control costs and at least hold the line on top-line growth — but strengthening client relationships through increased communication will ensure continued progress under such conditions, says Dave Southern, a business development and marketing professional.

Marketability 98

Marketability 98

Audit Board

APRIL 30, 2022

Over the years, I have heard many audit leaders describe the stakeholders in their organizations as customers or clients. As internal auditors, our job is to set clear expectations based on the clients’ priorities and then deliver our services to our best ability. Taking a Client Service Approach to Internal Audit.

Marketability 98

Marketability 98

Benchmark Report

MARCH 14, 2024

Benchmark International's US-based client, an automation and throughput optimization software company, completed a transaction with a larger industry leader.

59

59

Law 360 M&A

APRIL 6, 2023

As clients increasingly impose requirements for attorney hiring and retention related to diversity and secondment, law firms must remember their ethical duties, as well as broader issues of lawyer development, culture and firm integrity, to maintain their independence while meaningfully responding to social changes, says Deborah Winokur at Cozen O'Connor. (..)

74

74

Law 360 M&A

JULY 12, 2023

Broker-dealer Ladenburg Thalmann is suing one of its clients, digital media holding company Bright Mountain, in Florida federal court for failing to pay $1.5 million in merger and acquisition fees Ladenburg says it incurred for helping Bright Mountain purchase another company out of bankruptcy this year.

75

75

ThomsonReuters

FEBRUARY 2, 2023

Maintaining a professional office, managing staff, and dealing with clients are all important skills. Nearly half of them would rather absorb the extra time and cost than risk losing the client.” If you don’t clearly define what your scope of work covers, it can lead to awkwardness with clients down the road.

Accounting Firms 59

Accounting Firms Technology 59

Law 360 M&A

JANUARY 10, 2023

Faced with a potential economic downturn this year, attorneys should look to strengthen client relationships now by focusing on key ways to improve the client experience, starting with a check-in call to discuss client needs and priorities for the coming year, say attorneys at Troutman Pepper.

75

75

Law 360 M&A

MAY 1, 2024

A Steptoe LLP partner representing former Autonomy CEO Michael Lynch in his criminal fraud jury trial accused the judge overseeing the case of making comments to the jury that are "one-sided" in a way that prejudices the defense.

52

52

Accounting Web

JUNE 17, 2022

Clients The Importance of Effective Client Communication.

88

88