Client advisory services (CAS) is the fastest-growing service area for CPA firms, and the rewards can be great. The median growth rate for CAS services was 17% in 2024, and CAS-related revenue is ...

My name means listener. I often ponder if my behavior validates my moniker. I’d like to believe that one day I’ll master the craft of listening. When a client makes a suggestion that seems ...

As wealth managers strive to expand their books of business, they work hard to attract the right clientele with marketing programs and referrals from current clients and members of adjacent ...

The artifacts of intentional culture guide our client relationships and are the foundation of building an ever-growing book of business—even in challenging times. The Fast Company Executive Board is a ...

See more of our trusted coverage when you search. Prefer Newsweek on Google to see more of our trusted coverage when you search. While business leaders often face high-pressure situations, negotiating ...

This issue is often framed as whether the client has a reasonable belief that the firm still represents it. In this case, the absence of work for the corporate client for a significant period of time ...

Is there a sweet spot for the cadence of client meetings? From a numbers perspective, it may be necessary for an advisor to meet with a client only once a year to revise their plan based on any recent ...

We can all agree that putting a client’s interests first is important for long-term practice success. It's not only a regulatory responsibility for many advisors, but it’s also good business practice ...

Congratulations, you won (or more likely settled) the case! Your last invoice has been paid, you have closed out the file, and after a handshake from your thankful client, you are ready to move on to ...

SSH, or Secure Shell, is a cryptographic network protocol for operating network services securely over an unsecured network. It's a vital part of modern server management, providing secure remote ...