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Customer relations subtopic

Articles

1-25 out of 25 article(s)
Title Author Type Date Words
When Client Relationships Don't End Amicably. Davidson, Dan Column Dec 1, 2020 1974
Talking through adversity. Mansfield, Samantha Aug 1, 2020 523
How to deal with last-minute clients: CPAs explain the tactics they use to nudge procrastinating clients to meet deadlines. Ovaska-Few, Sarah Sep 1, 2019 1898
Reflect, reboot, reengage: Emerging from busy season smarter and wiser. Oppe, Ami; Lagarde, Brandon Jun 1, 2019 1791
'Dabbling' Is Dangerous. Brief article Jan 1, 2019 176
Requesting Full, MyFTB Online Account Access Gets Easier. Brief article Jan 1, 2019 124
Requesting Full MyFTB Online Account Access Gets Easier. Brief article Dec 1, 2018 124
Listening to the Advice of Others. Cross, Michael L. Nov 1, 2018 1625
It's Time to Fire Bad Clients. Ackerman, Jason L. Column Nov 1, 2018 507
Three Steps to Being Truly Relevant. Bhansali, Chandra Oct 1, 2018 577
Fail Often & Fast: Taking the Leap to Upgrade Your Technology. Gilmore, Trevor Aug 1, 2018 928
MyFTB Improved: Security Enhancements Coming to Tax. Bluth, Kelly Jul 1, 2018 691
'It's all about relationships....' Anspach, Erik Jun 1, 2018 509
The last word. Wilson, Sheon Ladson Nov 1, 2014 646
Staying in touch: a year of client communications. Caplan, Robert M. Jun 1, 2014 809
CPAs and investment compensation: a better way. Kain, Joseph Jan 1, 2011 992
Understanding the 'flash crash': a perspective for CPAs advising investors. Betancourt, Luis; VanDenburgh, William M.; Harmelink, Philip J. Jan 1, 2011 3448
Life insurance and old cash value policies: is a section 1035(a) exchange the only option? Chmelka, Cory Jun 1, 2010 1490
Staying active. Oct 1, 2009 790
Pump it up: strengthening your business in a weak economy. Macaluso, Paul Jul 1, 2009 1669
Time is king: cash shortage a sign of some deeper problems. Fowler, Mark H. Jun 1, 2009 1669
SB 691 marches on: 150-hour legislation moves through the process. Allen, Bruce C.; Tindel, Jeannie Jun 1, 2009 857
When clients don't buy what a CPA firm is selling. Green, Charles H. Mar 1, 2007 1693
Technology can build better customer relationships. Hamilton, Brian Brief Article Jul 1, 2005 257
Money business: how the Bank Secrecy Act impacts CPAs and their clients. Fishman, Neil H. Jul 1, 2005 628

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