Articles

Cutting some clients loose is challenging yet vital. You can only hope for so long that a difficult client will improve before you have to make the decision that he or she simply isn’t worth it to your bottom line. Some clients also make it harder to service your good clients – if not risk your reputation and expose you to a malpractice claim. When you consider firing a client, you do have to trust your gut – but some objective measurements can point you to the right decision. Here are the signs of a bad (and potentially bad) client and formulas and tips to tell if you can do without their business.

The rise of chatbots and AI assistants has blurred the lines between traditional search engines and conversational AI. Tools like ChatGPT and its latest iteration, GPT-4o, are reshaping how Certified Tax Planners (CTPs) search for tax information. A new and fragmented multi-search universe has emerged that offers CTPs a broader array of tools tailored to their specific needs for due diligence. Let’s take a look at 10 new AI search tools that can maximize your efficiency today!

In today’s digital age, where the competition among businesses is fiercer than ever, accountants are increasingly turning to local search engine optimization (SEO) to stand out in their communities. With many consumers relying on the internet to find local services, including accounting firms, harnessing the power of local SEO has become imperative for those looking to dominate their local market.
In this article, I will explain the importance of local SEO for accountants and the difference between on-page and off-page SEO strategies to maximize visibility and attract clients within a targeted region.