for instance: can your firm deliver? by jean marie caragher capstone marketing niche marketing is the decision to use a mix of marketing tools to address a specific target: a niche in the market. using the information gathered in your marketing … continued
exclusive series of half-day workshops to meet and learn from the best firms and leading experts.
why you shouldn’t ask, “how are firms getting new clients these days?”
what are you waiting for? by jean caragher capstone marketing there are many success factors critical to the effective implementation of your strategic market plan. the more of these factors that exist within your firm, the more likely the plan will … continued
if it’s so simple, why are clients so surprised when it happens?
editor’s note: in the weekly research update (join here), we report initial results from a new nationwide survey of client attitudes. and it’s not necessarily a pretty picture. clients are clearly becoming more demanding, with higher expectations for service and value. and yet, too many cpa firms have yet to respond to the challenge. but then, that’s good for those that do. what’s your best client satisfaction tip? tell us here; we may quote you. — rick telberg
meanwhile, here are a few of the best client stories we’ve heard so far…
top trends in client service, satisfaction and retention. read more →
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.
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:
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.
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.
you can’t do it alone. too many cpa firms fail to adequately understand the broad range of services required to properly service their high-net-worth personal financial planning clients, according to a longtime leader in the field. “i have long been … continued
signs of resignation among sellers.
in what may come as mixed news for tax and accounting professionals, the pace of small businesses sold accelerated 8 percent in the second quarter of 2011, but it may be because owners are accepting that their businesses aren’t as valuable as they used to be.
oft-overlooked by cpas, these ideas can set you apart as a personal financial adviser.
by al prentice
1st global
as cpa wealth managers know, the foundation of a holistic financial plan requires tax-optimized planning.