Daily Archives: August 2, 2013

Nine Rules to Creating Highly Effective Partnership Teams

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Screen Shot 2013-08-07 at 3.13.01 PM
Buy the report – $165. Free shipping.

by August J. Aquila and Robert J. Lees
How to Engage Partners in the Firm’s Future

Managing partners always ask us what it takes to achieve sustained, consistent partner performance.

More on partnership management:   Audacious Vision and Grand Purpose Prove Essential to CPA Success   | Are You Creating a Sustainable Firm? | The Debilitating Effects of Denial at Accounting Firms | The Five Psychological Hurdles that CPA Firms Must Confront Today

While the answer is easy, maybe simplistic, the implementation is difficult in most firms. READ MORE →

How to Turn Client Surveys into New Revenues

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Download the sample client satisfaction survey.

by Ed Mendlowitz

Question: Is there any value to sending clients a survey?

Response: Yes.  Our firm sends a survey with every deliverable to a client.  We want to know what they think and how they feel about our service.

I think your best friends are the clients that complain.  This gives you an opportunity to correct any deficiencies or exceptions.

One time a long time very good client put on the survey that we were great but our fees were high.  I immediately met with him, reviewed our charges, had the time runs and details of everything extra we had been doing beyond the scope of our engagement, and the value to the client.  In the following year he recommended two clients to us!  I don’t believe we would have gotten the referrals had he not complained.

Here is a sample of a survey we’ve used: READ MORE →