Topic: client

How to Tell a Client How the Fee Was Set

“Never tell them the hours…”

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How Accountants Lose Clients

Angry young woman, blowing steam coming out of earsWith client retention the top issue for firms, we go looking for the “secret sauce” for landing new business.
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Four Leadership Strengths that Define Accountants

How clients value the intangibles. By Hitendra Patil Pransform Inc. “What leader has the most positive influence in your daily life?” The answers to that Gallup Poll question may be astoundingly important for CPAs who strive to make a positive difference in the lives of their clients.

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The Case of the Client Daughter: Tread Carefully

The lesson: Even the best can make mistakes; talk it with peers…

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6 Ways to Move Beyond Compliance Services

Becoming a ‘trusted advisor.’ By Sandi Smith Leyva The Accountant’s Accelerator Here’s a question: What portion of your revenues are derived from compliance work – e.g., tax preparation and IRS representation; bookkeeping; QuickBooks setup, cleanup and training; payroll; and audit work – versus value-added work, e.g., revenue improvement, business consulting, profit margin analysis and workflow improvement projects? If you answered 100 percent compliance work and no value-added services, you’re not alone.  There’s a lot of lip service about moving from compliance services to becoming a “trusted advisor.” There’s an equal amount of confusion in how to get started. Here are a few tips to help those of you who want to move in that direction.

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5 Ways to Attract Higher-Quality Clients

Are you charging too little? Do you have the right clients…?

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Complaining Client? No Wonder!

“I have had a client for 12 years and until recently he has been a pleasure…”

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8 Essential Ingredients for Your New Client Welcome Kit

By Sandi Smith Leyva The Accountant’s Accelerator How you welcome your new client can set the tone for a relationship that could last for years or in the worst of cases, just days. Start out on the right foot by looking super-organized (because that’s part of why we get hired anyway) and making it super-easy for a client to get on board with you. The best vehicle for this is a welcome kit. Here are eight things that should be in your kit at a minimum:

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Pricing, Billing, Costing: Don’t Blame Clients

Ed Mendlowitz explains how good communication habits can head off problems…

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Some Clients Just Aren’t Worth the ‘Mishegoss’

Not the normal grade of obnoxious, but far more so…

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Is the Profit Squeeze Over?

New trends emerge in net profit margins and accounts receivable.

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Keeping Clients in Line: Start with Late Fees

Plus five more clauses you might want to consider. By Ed Mendlowitz 101 Questions and Answers QUESTION: You state on the bottom of your invoice that you charge 1.5% for balances over 60 days. Do you actually implement that or is it just warning? Do you do it on all clients or just some? Do clients pay that or complain? If they send in payment without that, do you write off the finance charge or leave it open?

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How to Find New Clients on Social Media

Study shows CFOs’ key interests and topics for conversation.

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