Closed for Tax Season? Looks That Way

Automation can send the wrong message. By Ed Mendlowitz The CPA Trendlines Practice Doctor QUESTION: I have an automatic email response and some clients and contacts criticized me for it. I am overloaded during tax season and this takes some … Continued

14 Timely Questions for Tax Season Clients

If you don’t ask, you can’t know. If not now, when? By Jean Marie Caragher The 90-Day Marketing Plan for CPA Firms Tax season is the perfect time to identify cross-selling opportunities, strengthen client relationships and ensure client satisfaction. Consider … Continued

Are You a Passionate Accountant?

Take this quiz to see whether you’re phoning it in. Do you seek out opportunities to learn new things that will help your clients overcome their most difficult challenges? Selling value-creation advisory services is truly a slam dunk with most … Continued

Unhappy Client? 5 Constructive Approaches

With the right approach, you may be able to save the relationship. Unhappy clients won’t tell you they have a problem; they’ll simply move their business elsewhere. So, if a client gives you a chance to repair a bad situation, … Continued