40% of small businesses shun accountants. the reason: they’d rather handle accounting on their own.
instead of working with an accountant as a full business partner, most small businesses only look to them for specific services and support, such as accounting, bookkeeping, and taxes.
use all five senses.
by sandi smith, cpa
accountant’s accelerator
you don’t have to be the ritz-carlton or mercedes to provide your customer with a great experience. just a little forethought and planning will make a huge difference. here are five tips for your consideration:
now is the time to use that knowledge for a little crm tlc.
by becky livingston
this is a great time to schedule a touch-base with your clients. but, oh, what to touch base about?
here are four customer relationship management tips for cpas to consider: read more →
step 1: start showing how much you care.
by krista remer and jennifer wilson
convergencecoaching
so, what does it really take to retain clients?
here are a few ideas that could help you focus on what really matters most to your clients:
and dozens of possible solutions from staffers…
at a recent staff workshop, there was a brainstorming session to answer some key questions about what constitutes excellence in client service. four questions were placed on the table:
1. how can we make it easier for our clients to do business with us?