In my last article, I explained the value of having a concise, well-organized agenda to keep client meetings on track. Now that you’ve had a great meeting, it’s essential to follow up on your promises ...

Meetings around tax filing deadlines are a regular chance to connect with clients, but they can be more than just a check-in. They’re a prime way for accountants to glean information that can affect ...

Do you still get nervous about client meetings? It happens to the best of us. Every meeting is different, and you can never be entirely sure what the end result will be. But, of course, you would be a ...

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Turn handwritten meeting pages into tasks and knowledge with Claude Cowork, which integrates Apple Notes and ClickUp for ...