CLIENT RELATIONSHIPS

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Jan 28 2026BUSINESS

How AI Is Changing the Game for Accountants and Their Clients

Accounting firms and their clients are seeing a big shift in how they work together. For years, the routine was simple: clients sent their financial data, firms did the work, and then sent it back. This happened in cycles, like tax season or audits. But now, things are changing fast. AI is becoming

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Nov 05 2025BUSINESS

Building Trust in the Agency World: A New Approach

Agencies often face a tough crowd when pitching new clients. Many brands have had bad experiences with other agencies, leading to mistrust. Kristin “KJ” Jones, SVP of integrated media at Rise, a Quad Agency, has seen this firsthand. She loves the moment when clients realize they’re dealing with a di

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