when clients prefer social media

how to use every new channel to create a new touchpoint to serve a client or attract a prospect, hire the best people, find new markets. by becky livingston social media for accountants in today’s world of cpa firms, marketing …continued

busy season 2015: when clients are the problem

get a read on the busy season. join the survey; get the results
get a read on the busy season. join the survey; get the results

top nine client management solutions.

next question:lessons learned.
join the survey; get the results

by 卡塔尔世界杯常规比赛时间 research

the 卡塔尔世界杯常规比赛时间 annual busy season barometer is uncovering some frank and candid talk about clients. yes, we love them. couldn’t live without them. most of the time. but, well, not always.

it’s not that they’re bad people. but let’s face it, they aren’t always sweating tax prep much in advance of april 1, they have no idea what new regulations are in effect this year and their advisories from their cpa are filed under “migraines that can wait.” plus, they truly believe their cpa is exclusively dedicated to their company and doesn’t really have much else to do but wait around for their phone call.

“no matter how proactive you try to be at scheduling and planning ahead, clients still delay providing information for their taxes,” bryan lantz says. “seems the irs, congress and the media are out to make our jobs even more compressed and stressful.” his solution: “keep communicating with clients to ensure that we can do the best we can at equalizing workflow during busy season.”

from their remarks, 卡塔尔世界杯常规比赛时间 draws at least nine lessons in smart client management.:

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6 ways to know what you don’t know

ed mendlowitz cpa the practice doctor q and aby ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

question:occasionally i get a new client in an area i am unfamiliar with. how do i find out what i do not know?

response:this happens to everyone and probably more often than we expect. thankfully we will continue to get new business and getting clients in areas we are unfamiliar with enables us to grow.

more practice doctor q&a:10 do’s and don’ts for making small business clients happy|client’s difficult daughter balks at bill|6 simple steps to impress a prospect|10 (nearly) painless ways to keep up to date with technology|when a staffer stops listening|10 ways to get new 1040 clients|making meetings more productive|tax return reviewer ticking and tying

here is what i suggest:read more →

6 simple steps to impress a prospect

ed mendlowitz cpa the practice doctor q and ahow to walk in with head start.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

question:how do you make a presentation to get a new client when you do not know everything you should about the client’s business?

response:no one can know everything about everything. smaller firms have a harder time but they can reach out to others in their firm, or even partners in similar firms who have the knowledge to assist in the proposal, or friends in larger firms.

here are six simple steps to learn as much as you can about a prospect and their industry.read more →

managing risk in client relations

wishful thinking?

by bruce w. marcus
professional services marketing 3.0

卡塔尔世界杯常规比赛时间 research has uncovered the startling fact of the wide disparity between how accounting firm management perceives their own performance and how their clients see their performance. (join the survey; get the results.)

related:your clients love you? what if you’re wrong?the three degrees of riskfour essential habits for building client trustthe nine hallmarks of a marketing culturethe four cornerstones to building a marketing culturegetting the client is only half the battlepractice development: it’s not rocket sciencenine fundamentals for a healthy marketing culture in an accounting firm

another consideration of risk lies in a tendency to ignore or distort reality, which can lead to a vast expectations gap.read more →

some clients just aren’t worth the ‘mishegoss’

by ed mendlowitz

question:i have a client i really don’t like and want to drop, but i hesitate because of the long relationship i’ve had with her, and also i don’t want to lose the income. what should i do?

response:i’ve addressed thisbefore, but i am taking a different approach this time.

dropping clients is never easy and i don’t think should be done lightly. however, there are some instances when it needs to be done. this particular client i was called about is extremely obnoxious. not the normal grade of obnoxious, but far more so.

in fact it was one of the rare clients that i dropped. the call was from the accountant who had the client since then. i had the client six years. she’s had the client eight years – so she is much more patient than i am.

when she told the client she was dropping her, the client started to cry and beg her not to, so she changed her mind. now she wants me to tell her what to do. for beginners, i have dropped very few clients. this client was one of the nastiest people i’ve ever dealt with. she was also very nasty to her husband, treating him like s – – t, and he has since passed on.

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