Topic: client

Five Fun and Easy Ways to Wow Your Clients

Use all five senses. By Sandi Smith, CPA Accountant’s Accelerator You don’t have to be the Ritz-Carlton or Mercedes to provide your customer with a great experience. Just a little forethought and planning will make a huge difference. Here are five tips for your consideration:

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Accountants See More Hiring than Firing in 2012

The economy turns a corner. According to a survey of U.S. accounting firms by Sageworks, 92% of financial professionals believe that businesses will either maintain or increase their employee count in 2012.

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Five Lessons from the War for Clients

Hint: The secret weapon is communications skills. by Bruce Bailey Guild Accountants While the victor in war is he who wins the last battle, every battle and every outcome is significant (even the battles you lose – we often learn more from our losses than our wins!). About three years ago we looked at our war for clients by assessing: the nature of our troops, their skills and training, the battlefields on which we would operate and the armaments we would carry.

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5 Strategies and 13 Tactics for Client Retention

Good clients don’t leave their CPA on the basis of fees alone. In fact, money factors in only when the relationship isn’t valued and the difference you make is not evident. You and your team can impact that directly by delivering exceptional client service on a consistent basis.

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Four Tough Client Service Problems

And dozens of possible solutions from staffers… At a recent staff workshop, there was a brainstorming session to answer some key questions about what constitutes excellence in client service. Four questions were placed on the table: 1. How can we make it easier for our clients to do business with us?

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Gold Medal Client Service: Start by Returning Phone Calls

Anticipate. Anticipate. Anticipate… Then follow through.

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SURVEY RESULTS: Tough Times Reshape Client Expectations

The Great Recession is shifting client desires and expectations in some interesting and counter-intuitive ways…

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