Archive for August 2016

One of the pivotal issues that arose at recent firm staff interviews and staff retreats, is that our clients do not get their telephone and email issues addressed in a timely manner. Many practitioners have mentioned to me that they get frustrated when the client calls back often agitated that they have not had a…

Every week we hear and read about the impact on traditional compliance work. The best way firms can address this perceived loss of income, is by making sure we highlight and reinforce what we do well for our clients. Tax planning is a great example of a simple process that certainly does this. Tax Planning…