4 top communication habits
show that you value your clients – and yourself.
by martin bissett
passport to partnership
client service opportunities
turning client service into new revenue
podcast: today everyone contributes to growth.
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with sarah johnson dobek and ty hendrickson
inovautus consulting
sales is sometimes presented as this abstract notion of convincing someone to buy your product, but it actually follows a simple framework. it may seem like an obvious answer, but there’s some science behind the why.
success secrets in specialties
make sure your choice is interesting and portable.
by ed mendlowitz
call me before you do anything: the art of accounting
i was not a specialist. in some respects, i am the last of the “expert generalists” and generalists are fast becoming extinct.
more: making sure the son got proper credit | yes, shirt logos can matter | preparing for the worst (thanks to my wife) | why cpas should stay in public accounting | readers rip: ‘she wanted her shoebox back’ | ceos don’t always know numbers
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in this age of specialization and niche expertise, being a generalist is a negative to most people, indicating a lack of competency in their area. i tend to think of the old general practitioner physicians versus the modern-day specialists. no one looks at the whole patient.
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10 ways to protect your best clients from your competitors
do they know how valuable they are … and why?
by ira rosenbloom
in every market, cpa firms have a wish list of clients they would like to have. clients will change accountants for all kinds of reasons. some changes are natural, like new decision makers, new owners and new lenders. others change because of service.
more: are you overthinking an m&a deal? | how to put the ‘success’ in succession | how covid-19 has changed succession planning | top 10 steps to maximizing profitability
to keep your competitors from poaching your business, remember to always treat your best clients as your best clients! here are 10 recommendations to keep in mind.
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making sure the son got proper credit
the difference a graph can make.
by ed mendlowitz
call me before you do anything: the art of accounting
i have a client who owns considerable real estate that her son manages. the son actually does a very good job maintaining the property, growing rents and keeping vacancies to a minimum.
more: yes, shirt logos can matter | 10 more reasons cpas quit public accounting | the 10 best movie accountants | when cpas leave to work for a client | when parents, children hit an impasse | wealth is a state of mind
my client’s husband was the builder and driving force behind this mini empire, but he passed on a few years ago. he was a dynamic self-made person who amassed quite a fortune and turned over daily operations to his son about 10 years before he died to spend considerable time golfing and traveling.
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