Back to Basics with Client Service

Three Rock-Solid Principles.

by Rick Telberg

It shouldn’t take an economic downturn and cutthroat competition for accounting firms to rekindle their interest in optimizing client service, satisfaction and retention.

“It should be at the top of the agenda all the time,” Sandra Wiley, COO at Boomer Consulting was telling me.

But with the economy of the new normal, client service has become a hot topic.

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The Three Big How-To’s for Client Satisfaction Surveys

What you need to know to get started today.

A record number of accounting firm professionals joined last week’s webinar on client service, satisfaction and retention, produced by The Seven Keys to Successful CPA Firm Management.

Co-presenter Jean Caragher of Capstone Marketing summed it up at one point, saying, “The bottom line: Every CPA firm claims to deliver excellent client service.”

But, she added, “How does your firm support that claim?  Do you have a formal client satisfaction and retention program?”

If not, today is the day to start.

Here’s how: READ MORE →