survey results: tough times reshape client expectations
top trends in client service, satisfaction and retention. read more →
client service opportunities
is the accounting profession headed for the ash heap of history?
one reason why firms can’t ignore wealthcare.
no, not if it can outgrow rudimentary compliance services and seize new opportunities in personal financial planning, says tony batman, chairman and ceo of 1st global, which provides investment management capabilities to cpa firms.
gold medal client service: get involved, stay involved
fight for the client, and win!
enrolled agent thomas blair has built a thriving practice and solid reputation as a taxpayer’s advocate in irs cases.
here are a few of blair’s stories, in his own words:
client satisfaction ratings show signs of decline
more firms see the problem. but fewer are doing anything about it.
by rick telberg
just at a time when accounting firms are struggling to gain new clients and hold on to the ones they already have, client satisfaction ratings appear to be dropping.
your small business clients are changing: radical shift in retirement plans
many expect to work ’til 70 and never retire, others hope to sell.
the nation’s small business owners’ views regarding retirement are radically shifting, with many seeing themselves working 20 years or longer – or never formally retiring at all.
as a result of longer life expectancies and the impact of the recession, the majority of small business owners can no longer embrace a traditional view of retirement, in which individuals stop working in their mid-60s for a life of leisure – something fewer than 10 percent foresee themselves doing, according to a new study by the guardian life small business research institute.