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Four Ways to Light Up Your Client Conversations this 4th of July; No Fireworks Required
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As we prepare to celebrate America’s independence, we at CLS are thankful for our independent advisors who help provide ...

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Monday Morning Accounting News Brief: Firm Tells City Client to F Off; One Canadian Big 4 Firm Sucks, Dunno Who | 4.7.25
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Good morning, people. Got some news for you. Financial Review published a story titled “EY and PwC become the outsourcers.” It’s not what you think ...

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Four Reasons NOT To Add Advisory Services To Your Client Offering (And Why They’re Wrong)
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Why you should offer strategic advisory servicesMost accounting professionals have had a relationship with their client for a number of years. It’s safe ...

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Client Testimonials – Worth Their Weight In Gold
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We recently received this note and the photo above from a client who purchased and donated a major sculpture to a hospital in his home area: Just ...

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Maynard Paton | CITY OF LONDON INVESTMENT: Subdued FY 2024 Admits $320m FuM Outflow, 5-7% Client CAGRs And KPI Failure To Reinforce ‘Value Trap’ Credentials With Barely Covered Dividend Yielding 9%
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29 January 2025By Maynard Paton FY 2024 results summary for City of London Investment (CLIG): Another very subdued performance, showing revenue ...

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How to Create an MCP Client Server Using LangChain
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The world of AI and Large Language Models (LLMs) moves quickly. Integrating external tools and real-time data is vital for ...

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QBO-Accountant Adds New Client Number Field
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QuickBooks Online Accountant now lets you create a custom client-ID in it’s own unique field to track clients with internal identifiers you ...

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Osprey’s latest podcast highlights how firms can supercharge their business development and client experience
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How to address common business development challenges and deliver excellent client service are just two of the topics covered in the latest episode of ...

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Top 7 Client Portals for Accountants in 2025
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Client portals for accountants are a crucial extension to your firm—one that can quickly elevate or detract from your reputation and your clients’ ...

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Easier and more effective client onboarding or you and clients
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CLIENT ONBOARDING: Tackle the complexity of options to make the right decisions with confidence. by Allan Carton • 1 July 2024 It is a ...

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