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client service opportunities

gold medal client service: start by returning phone calls

if it’s so simple, why are clients so surprised when it happens?

editor’s note: in the weekly research update (join here), we report initial results from a new nationwide survey of client attitudes. and it’s not necessarily a pretty picture. clients are clearly becoming more demanding, with higher expectations for service and value. and yet, too many cpa firms have yet to respond to the challenge. but then, that’s good for those that do. what’s your best client satisfaction tip? tell us here; we may quote you. — rick telberg

meanwhile, here are a few of the best client stories we’ve heard so far…

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outlook & analysis

cpa exam goes global

launches in japan, bahrain, kuwait, lebanon and the uae

the aicpa and nasba are reporting “the successful launch of the u.s. cpa examination in international locations.”

it marks, they note, “the first time in history it has been administered outside of the united states and its territories.”

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outlook & analysis

finance and accounting job confidence slips

survey: staffers dismayed about job prospects and the economy.

the accounting and finance employee confidence index, a measure of overall confidence among u.s. accounting and finance workers, slips 2.1 points to 50.0 in the second quarter of 2011, according to the mergis group, a professional placement agency.

three key trends: read more →

client service opportunities

your small business clients are changing: radical shift in retirement plans

many expect to work ’til 70 and never retire, others hope to sell.

the nation’s small business owners’ views regarding retirement are radically shifting, with many seeing themselves working 20 years or longer – or never formally retiring at all.

as a result of longer life expectancies and the impact of the recession, the majority of small business owners can no longer embrace a traditional view of retirement, in which individuals stop working in their mid-60s for a life of leisure – something fewer than 10 percent foresee themselves doing, according to a new study by the guardian life small business research institute.

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