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Client Experience Tools, Technology & Processes

(Accounting Web) - In Part 1 of this 2-part article, Randy Johnston looks at strategies that maximize client and firm experience, while minimizing security risk.



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What CPAs Must Do at the First Financial Planning Meeting 
(JofA) - Experienced CPA financial planners share best practices to help you establish yourself as a trusted adviser and ensure a successful and productive engagement.


U.S. Mortgage Applications Decline with a Drop in Refinancing - MBA 
(Yahoo Finance) - U.S. applications for home mortgages declined last week as refinancing dropped to its lowest level since February 2020 with fewer homeowners able to take advantage of lower rates during a holiday-shortened week.


Is a Niche Marketing Strategy Possible for Small Firms? 
(CPA Practice Advisor) - Adding and retaining new clients remains a top priority for most CPAs and accountants. Niche marketing remains the most effective strategy to do so. This has become even more apparent since the pandemic. Clients in every industry have been impacted and...


The Best Laptops: Premium Laptops, Budget Laptops, 2-in-1s, and More 
(PC World) - Independent, testing-based reviews of laptops from all the top brands. We pick the best budget, premium, and gaming PCs, and compare AMD vs. Intel.


A Moon Tax: Out Of This World? 
(Forbes) - In this episode of Tax Notes Talk, Kevin Brown, an associate with Morrison & Foerster LLP, discusses his proposal for taxing moon-based activity.


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