Topic: client service

The Five Tech Trends Turning Beancounters into Business Advisors

As data-entry costs plummet, new opportunities for accountants open up. By Sandi Smith Leyva Accountant’s Accelerator After over 30 years in this profession, accounting has never been more promising and more exciting.  The main reason is technology is driving data entry costs so low that it’s just about to disappear.  That means we can finally focus on helping small businesses get more out of their accounting dollars through more analysis and better tools. Here are five areas that I believe are essential to serving clients best:

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The 5 First Steps in Targeting Clients

How to build a plan. By Ed Mendlowitz 101 Questions and Answers for Managing an Accounting Practice  QUESTION: I want to start growing my practice but am having trouble defining my target client.  I tend to accept every client I can and seem to have clients all over the place. Is there anything I can do to better target my “ideal” clients?  ANSWER: To have a target client means you have a target. The target is the result of a plan. So, what is your plan? 

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Five Lessons for 2014 My Clients Taught Me

How to learn from clients’ spoken and unspoken needs and desires. By Sandi Smith Leyva, CPA Accountant’s Accelerator I feel extremely fortunate to have such a wonderful set of clients that I have learned much from the last few years. Here is a list of lessons learned that I hope will inspire you to work with your clients in new ways.

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Overcoming Your Clients’ Worst Fears

How to help them take initiative and allow you to be proactive. By Hitendra Patil Pransform Inc. Neuroscience studies have shown that fear is a far bigger driver than we would ever care to admit. According to Kevin Hogan, author of The Science of Influence: How to Get Anyone to Say “Yes” in 8 Minutes or Less!, “most people react to the fear of loss and the threat of pain in a much more profound way than they do for gain. They overemphasize the importance of pain by about 2.5:1 in decision making.” Your customers and prospects fear that their actions or inactions will cause bad things to happen, or bad things can suddenly happen to them. It’s therefore important to […]

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The Top 20 Reasons Clients Love Their CPA Firms

By Marc Rosenberg How CPA Firms Work The CPA’s training is geared to identifying problems that clients are experiencing and giving recommendations for improving the company.   This leads to producing what is known as the “Oh wow” feeling from a client.  Efforts to super-please clients are what it takes to satisfy clients’ needs, retain them year after year and get them to make unsolicited referrals of other companies. Here are 20 things that CPAs do that their clients rave about:

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Three Ideas to Boost Your Income by Tuning into Timing

By Sandi Smith Leyva, CPA Accountant’s Accelerator Except for the usual tax due dates, this time of year can be slow for some accounting firms and especially some tax firms.   But it doesn’t have to be if you know what to do.  Here are three ideas you can use to boost your revenue, not just this month, but all year long.

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Accountants and Six Fundamental Human Needs

By Hitendra Patil Pransform Celebrity Author Anthony “Tony” Robbins identified six fundamental human needs that everyone has in common, and states that all behavior is simply an attempt to meet those six needs. These Six Human Needs are Certainty, Uncertainty/Variety, Significance, Connection/Love, Growth and Contribution. As an accounting services provider, if you can identify the ways to meet these six needs of your clients (and your staff), if you can recurrently and consistently do things that lead to clients  (and your staff) actually experiencing the satisfaction of these needs, you are more likely to improve your firm’s performance. The question to ask is, “WHAT should I do to ensure that my services/products fulfill these needs of my clients?” For now, […]

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The Five Essential Skills Accountants Need Today

Above and beyond accounting, you need business know-how. By Sandi Smith Leyva, CPA Accountant’s Accelerator We’ve worked super-hard on gaining our accounting, tax, and auditing skills.  Those skills alone will keep us working as employees for someone else, but what if we want to go out on our own or grow our business beyond what we have now? More for soloists and small firms: The Seven Essential Components of a Simple Marketing Plan for Accountants  | Take Six Big Steps to Go Beyond Compliance Services     |     When Your Business Needs to Be Rebooted  |   Two Steps to Easy Cross-sells   |   The Hot New Tech Product for Automated Data Entry   |   Five Value-Add Service Areas to Take You Beyond Bookkeeping   |   Six […]

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Unready, Unwilling and Unable? Practicing Client Disservice

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