you can’t land your next client without this
how can we expect any prospect to buy into us?
by martin bissett
winning your first client
marketing & sales
nine smooth moves to build client satisfaction
which do you need to work on?
by bill penczak
client relationships have never been more vulnerable, as other firms, reeling from the covid crisis, will be knocking on your clients’ door with promises of better service, more services, and lower rates.
more: re-thinking today’s firm with five global leaders | 5 things your firm should do differently this summer | do you have the guts to beat the covid crisis? | how to inoculate your firm against covid competition | ‘found money’ delights clients | the three r’s for beating the corona crisis
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now, more than ever, tax and accounting firms should examine how they can constantly improve the service and relevance to their clients, for today and into the new normal.
romeo, juliet, google and client accounting services
never tell them it’s “client accounting services.” here’s why.
by hitendra patil
client accounting services: the definitive success guide
i recently spoke with an experienced cpa who has been very keen to expand the firm’s client accounting services practice. i told her, “if your firm’s website and marketing material states you offer ‘client accounting services.’, you’d want to rewrite that content, like, immediately.”
more: why cas is great for revenue growth | survey: why some firms fall behind in cas | how cas makes firms better | cas: finding the why behind the why | how to lead clients into client accounting services | cas begins with a mindset
she was utterly puzzled and asked:
“but cas is vital for the future of accounting firms, and you wrote the profession’s first book on cas, so why are you now saying so?”
read more →
five tough questions for these tough times
do you have the courage to beat the covid crisis?
by bill penczak
in times like these, firms should be challenging themselves with the tough question, “what do we want to be, today and into the future?”
more: re-thinking today’s firm with five global leaders | 5 things your firm should do differently this summer | do you have the guts to beat the covid crisis? | how to inoculate your firm against covid competition | ‘found money’ delights clients | the three r’s for beating the corona crisis
if maintaining the status quo and “serving clients,” whatever that really means, are the only responses your partner and leadership teams can muster, then perhaps it’s time to evolve from being a lifestyle firm to being one with a vision and the guts to achieve it.
focus on your client’s concerns, not yours
attract new fees instead of chasing them.
by martin bissett
winning your first client