client service opportunities

how accountants get new clients

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angry young woman, blowing steam coming out of earswith client retention the top issue for firms, we go looking for the “secret sauce” for landing new business.
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by rick telberg
卡塔尔世界杯常规比赛时间

if you want some real answers for how to avoid losing clients, just start asking cpas how they’ve managed to pick up new clients.

that’s exactly what we’ve been doing lately. some of the answers are startling. all of them are instructional. most of the time, accountants can blame the cpa that their new clients were abandoned. read more →

10 do’s and don’ts for making small business clients happy

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ed mendlowitz cpa the practice doctor q and aby ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

question: most of my clients are either tax returns or small business clients. the number of individual tax returns grows each year, but i seem to be standing still with business clients. for every new one i get, i lose one. otherwise, i have about a 6 or 7 percent turnover. is there anything i can do to keep them?

response: i think small business clients need extra hand-holding from us because they are really alone.

read more →

readers sound off on liberty, h&r block plans to launch bookkeeping services

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liberty block logosnew strategic ally, or competitive threat?

practitioners are actively debating the effects and impact of h&r block and liberty jumping into the bookkeeping business, as detailed by 卡塔尔世界杯常规比赛时间’ hitendra patil here.

“this is an opportunity to highlight quality,” says wesley middleton, head partner at middleton raines in houston. “the only person who has something to worry about are those that are only focused on price.”

not all practitioners agree in the discussion which began at 卡塔尔世界杯常规比赛时间 and has spilled onto the 20,000-member 卡塔尔世界杯常规比赛时间 linkedin group. read more →