The professional services landscape is changing rapidly, and more so than ever in the financial services industry. Baby boomers won’t be around forever, and the "rainmaker" model is threatened by a ...

No advertising campaign goes from storyboard to sales driver by itself. The client services manager is the ad agency executive who guides the campaign-building process. From client communications and ...

As the accounting profession evolves in tandem with technological advancements, client expectations are shifting, too. Modern accountants are increasingly seeking ways to enhance their business models ...

Success for a financial advisor is dependent on attracting and retaining clients. The key is to create an incredible client service model to deliver an experience for clients that surpasses their ...

Imagine this scenario: in a tax planning meeting with a client, a CPA identifies a great opportunity to reduce their tax liability—perhaps through a ...

Jon Brewer of Intapp writes that as law firms save time using AI, they can invest more time in business development (BD), ...

Many CPAs will have heard the compelling reasons why now is an opportune time to offer client advisory services (CAS). The term “client advisory services” refers to a variety of services CPAs can ...

1. Tax planning is in the highest demand. This was a change from earlier studies, Herbers said. "When we run these studies, it usually is retirement, investment management and cash flow [that are at ...

Can someone give me the rundown on what the Web Client service does? I'm having a really hard time finding info on Google for some reason.<BR><BR>The reason I ask is because I'm troubleshooting a ...