Client Relationships

Tips for Handling Difficult Clients

Have you considered how to handle difficult clients effectively? Explore these four tips to help keep difficult clients happy.

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Client Relationships

Email Etiquette When Communicating with Clients

Make sure that you always present your business in a professional manner when emailing your clients.

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Client Relationships

Mediating a Business Dispute to Save a Client Relationship

Learn the basics of mediation and how it can help settle a business dispute with a client and potentially save the relationship between you

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Client Relationships

Run Credit Screenings on New Clients

Screen your new customers carefully to avoid a cash flow problem later on that impacts your company's ability to function.

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Client Relationships

3 Tips for Ending a Client Relationship

Difficult clients can cost both time and money. Here are three tips to firing a client without facing negative consequences.

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Client Relationships

Best Practices for Millennial Clients

Working with younger clients? Keep these items in mind when discussing finances, taxes, or retirement with your millennial customers.

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Client Relationships

CRM Tools to Manage Your Clients

Keep up with your clients with QuickBooks CRM apps. Apps such as Insightly and Method:CRM let you track your interactions with clients in re

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Client Relationships

Best Practices When Your Accounting Client Is Close To Retirement

Accountants and financial planners need to consider and plan carefully for clients that are close to retirement.

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