The Client-Service Team as Competitive Weapon
Once anathema, firms are increasingly forming tight-knit cadres to service clients better and more profitably, according to Bruce W. Marcus, author of Professional Services Marketing 3.0
Daily Archives: March 26, 2013
How to Make It Easy for Clients to Hire You [PRO Member Exclusive]
In this report: Three short checklists to convert new prospects to new clients from Sandi Smith, CPA and creator of Accountant’s Accelerator. READ MORE →
How Not to Give Too Much Away for Free When Trying to Land a New Client
Try instead: ‘That’s something we can do after you hire us.’ Question: I usually give away too much info at a meeting to get a new client. We simply answer too many of their questions during the initial meeting. We … Continued
Tax Season Opportunity #14: Fix the Top 21 Reasons Why Clients Switch Firms
Practitioners should consider how many of these mistakes they might be making right now, from Ed Mendlowitz, CPA and author of “The Tax Season Opportunity Guide.” READ MORE →
“Keeping up” Is Not a Strategy
What happens when today’s practice management principles become obsolete?
By Rick Telberg
From “The SevenKeys to Successful CPA Firm Management“
In today’s competitive and rapidly changing business environment, change management may be the single most important skill for every CPA. READ MORE →