and five ways to put it to use in your practice.
by sandi smith leyva, cpa
accountant’s accelerator
when i first heard the term “consumption marketing” i quickly fell in love with the concept.
consumption marketing is continuing to market to clients even after they’ve signed to do business with you. it’s helping them to more fully “consume” your product or service.
consumption marketing is good for business because: read more →
by sandi smith leyva, cpa
accountant’s accelerator
except for the usual tax due dates, this time of year can be slow for some accounting firms and especially some tax firms. but it doesn’t have to be if you know what to do. here are three ideas you can use to boost your revenue, not just this month, but all year long. read more →
by hitendra patil
pransform
celebrity author anthony “tony” robbins identified six fundamental human needs that everyone has in common, and states that all behavior is simply an attempt to meet those six needs.
these six human needs are certainty, uncertainty/variety, significance, connection/love, growth and contribution.
as an accounting services provider, if you can identify the ways to meet these six needs of your clients (and your staff), if you can recurrently and consistently do things that lead to clients (and your staff) actually experiencing the satisfaction of these needs, you are more likely to improve your firm’s performance. the question to ask is, “what should i do to ensure that my services/products fulfill these needs of my clients?”
for now, let us focus on your clients. here are some suggestions on what to do to fulfill six fundamental needs of your clients. read more →
the science behind happy customers.
by hitendra patil
pransform inc.
in “the 9 building blocks of a winning vision that the big four have discovered,” august j. aquila and robert j. lees brought out the common vision elements of big four firms. and one of them is “put the best people at our clients’ disposal.”
it’s not common sense! it’s actually human behavioral science. you will be surprised to know how this works at a much deeper level than you think.
read more →
download the sample client satisfaction survey.
by ed mendlowitz
question: is there any value to sending clients a survey?
response: yes. our firm sends a survey with every deliverable to a client. we want to know what they think and how they feel about our service.
i think your best friends are the clients that complain. this gives you an opportunity to correct any deficiencies or exceptions.
one time a long time very good client put on the survey that we were great but our fees were high. i immediately met with him, reviewed our charges, had the time runs and details of everything extra we had been doing beyond the scope of our engagement, and the value to the client. in the following year he recommended two clients to us! i don’t believe we would have gotten the referrals had he not complained.
here is a sample of a survey we’ve used: read more →