client service opportunities

11 steps for handling client complaints

by

they might come to you unhappy, but they don’t have to leave that way.

by jassen bowman

unhappy clients are a part of doing business. while we strive to deliver the absolute best customer service, provide excellent value in our services and run a first-class operation, it’s simply impossible to please everybody.

more: what you tell yourself matters | use checklists to get new tax clients what your tax resolution staff must do | are you quitting on leads too soon? | grow faster, be more efficient
exclusively for pro members. log in here or 2022世界杯足球排名 today.

the key to properly and professionally addressing client complaints is to not be overtly defensive. adopting a defensive attitude usually just inflames the situation.
read more →

peer-to-peer: your best advice for 2021

by

clockwise-from-top-left-raizen-wehr-paulson-swigert-anderson-stitely.png
pivoting to 2021 (clockwise from top left): raizen, wehr, paulson, swigert, anderson, stitely

‘clients still need us.’

by 卡塔尔世界杯常规比赛时间 research

keep calm and carry on.

that may be the best overall advice for the situation we’re in.

more in surveys & research: survey: a glint of optimism for 2021| accountants say: brace for a dismal 2021 | ppp client fraud: how much risk is too much? | ppp traps: 1 in 5 accountants report shady dealings | cloudy forecasts call for rainmaking

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

and by “we,” we mean “everybody in the world.” because everybody’s got it tough. whether covid has touched close to home or not, its presence is impacting everyone.

but… how should accountants carry on? we asked. and you – the readers of 卡塔尔世界杯常规比赛时间 – delivered. adapt, pivot, focus on the client, watch your expenses – just a few of the themes gleaned from the 卡塔尔世界杯常规比赛时间 business barometer.

read more →

does your staff know all the services you provide?

by

they can help clients and increase revenue.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

question: we have around 30 full-time staff, and most of them graduated less than three years ago.

more: four tips for new partners | before you sell your practice | work the client needs … but won’t pay for | tossing timesheets is just the start
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

how can we let them know more about the services our cpa firm provides so they can help sell our services?
read more →

why should clients keep you?

by

most business clients must use an accountant, but it doesn’t have to be you.

by ed mendlowitz
call me before you do anything: the art of accounting

i met someone one day and asked how she was doing with her accountant. she said everything was fine, but reduced the three interim quarterly visits to once every four months. the year-end work did not change.

more: advice to new accountants | what does the client want to see? | 6 ways to increase your fees … if you dare | the clients that got away | upselling made painless | boosting a fixed fee substantially | creative ways to retain staff | what cpas can learn from lawyers and doctors
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

this got me thinking. most business clients must use an accountant, but it doesn’t have to be you.
read more →

the 8-step method for launching client accounting services

by

start small, learn, and then expand.

by hitendra patil
client accounting services

whether you are thinking of offering client accounting services, have already started offering it or you want to grow your cas practice or make it more profitable, some proven steps will make your cas practice shape up in the most optimized way. if you have already started offering cas, these are the steps that you will revisit from time to time.

more: six reasons cas is king | who’s afraid of client accounting services? | what cas is … and is not | how to develop the cas mindset | the right mindset for client accounting services | client accounting services: the definitive guide
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

there are several steps to get started in cas and make your cas practice better. the following details are just a bird’s-eye view of the important aspects of how to create your cas practice. read more →