You Are What You Deliver

It’s the “little things” that count toward keeping clients happy. by Rick Telberg You already know what it means to be a professional. It starts with technical competence, personal integrity, a commitment to the public trust and putting the client’s … Continued

What Do Clients Want? Ask Clients!

CPAs in industry furnish friendly advice to CPAs in practice: Mind your P-Q-R-S-T-U’s.

by Rick Telberg
At Large

The customer’s always right, right?

Right.

Or so think the customers. And what the customers think counts a lot because they’re your best sales reps, especially when someone asks them to recommend a tax or accounting firm.

How worrisome it is, then, that fully half ? precisely half ? of surveyed chief financial officers, chief executive officers, finance managers, staff and business owners would not recommend their own outside CPA firm to their closest friends, according to our ongoing study.

Yipes! What are these people saying? Statistically, there’s a 50-50 chance they’re directing potential clients to other firms. READ MORE →

What Makes Good CPAs Jump Ship?

Hint, hint: It’s not just the money. Staff retention secrets: What’s yours? Download “Staff Management Do’s and Don’t’s.” by Rick Telberg On Careers Nothing ? really, nothing ? hurts a CPA office as much as losing a good employee? except … Continued