demographics shifts aren’t just about staffing. clients are changing too. [youtube]s1twrphnimy[/youtube] when it comes to bridging the generation gap, most accounting firms focus on what it means for their staff and their own firms. but there’s another dimension to the … continued
four ways to prove you’re serious about customer satisfaction. by steve erickson www.steveericksonllc.com most partners in cpa firms tell me that client service is one of their primary concerns as work is often delivered at the 11th hour before a … continued
you know the type.
they’re the clients that keep you awake at night, bother you on weekends, and drive your staff crazy. they’re the clients you’d rather you didn’t have. wouldn’t it be great to dump them and make them some other accountant’s problem?
but how do you spot a problem client before they swell into a catastrophe? arvid mostad, president of mostad & christensen, a supplier of marketing materials to accounting firms, outlines 15 habits of bad clients: read more →
don’t wait until the end of the year to find out how well you are serving clients.
by august aquila
you can ask clients at the end of the year about how well you met their expectations, but that does not give you any time to change your current modus operandi before year-end.
a better way is to have leading measures that tell you how you are doing during the course of the year.
let’s look at eight. read more →
helping a retailer client by looking beyond accounting. [editor’s note: we’ve been asking accountants what “client-centric” means to them. here’s one of the many pithy answers we’re getting. send yours to editor@www.g005e.com, or use comments.] by june ball, cpa owner, … continued
too good to be true? by dennis duffy and craig miller duffy + duffy cost segregation services it’s not very often that a tax opportunity comes along that puts money in your client’s pocket instead of the other way around. … continued
what big firms can learn from sole practitioners and small firms. “the best independent practitioners have a singular focus on helping their clients achieve their goals,” according to andrew sobel, author of the exemplary “all for one: ten strategies for … continued
believe it or not, as “basic” as some client service procedures are to some, they are very unique to others.
that’s especially true with accountants who have been content for far too long to do business on the golf course or wait for the phone to ring with repeat or new business, according to scott cytron, who runs a marketing agency for accounting vendors.
let’s face facts, he says: in today’s business environment, those who wait for the phone to ring aren’t going to survive for the long haul.
according to scott, here are a few client retention strategies that should not be overlooked: read more →
charles h. green says: put your customers’ interests first and watch your sales increase. people want to buy from those they trust. the best way to be trusted by your customers is simply to be worthy of their trust. be … continued
signed into law by president obama on march 18, the hire act has the potential to be a direct boost to a business’ bottom line because it will both help employers and at the same time encourage job creation. by … continued
how to find new success by shifting your firm’s focus from service-centric silos to client-centric goal-setting. by rick telberg most accounting firms believe they provide pretty good client service. and most of them are probably right. but there are other firms … continued
local accounting firm redefines “r&d” for client retention and business development. how to keep clients happy and build your business. by rick telberg at most companies, “r&d” means “research and development.” but at dugan & lopatka cpas in wheaton, ill., every … continued
if you ask your clients, you might be surprised. how do accountants define success? join the survey, get the results. accountants often define success in terms of revenue, net income, or maybe client service. but the enterprise council on small … continued