client service opportunities

36% of clients are dissatisfied and already shopping for another accounting firm

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clients seek broader array of services

cch accounting firm client survey 2010 cvr 150w
click for instant download (pdf, 24 pages)

via cch

few concerns weigh more on the minds of accountants than the desire to satisfy, and retain, clients. as cpa firms look to build client loyalty and grow profitability, a new cch nationwide survey – the 2010 cch accounting firm client survey – pinpoints what’s most important to keeping accounting firm clients, and why they leave. the independent survey commissioned by cch, a wolters kluwer business, was issued to accounting firm clients including individuals and small, mid-size and large businesses.

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why accounting alone isn’t enough

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how to seize bigger opportunities by understanding and addressing a client’s real business issues and life goals.

by rick telberg

in a market filled with accountants competing for clients and for work, how can you stand out?

technical expertise will only take you so far. and sometimes it can even steer you wrong. at least that’s the contention of leslie shiner of mill valley, calif-based the shiner group, a leading small business accounting software consultancy.

with technical expertise, she warns, “if the only thing you have is a hammer, then everything looks like a nail.”

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