15 Reasons to Dump a Client

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 →

Eight Essentials for Measuring Client Service

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 →