Topic: client

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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When a Client Threatens to Sue

By Ed Mendlowitz 101 Questions and Answers for Managing an Accounting Practice QUESTION: A former client wrote me a letter threatening to sue me for bad services.  I did nothing wrong and actually did a great job and they still owe me money.  What should I do?  RESPONSE: Walk away!  Ignore the threat.  Don’t respond.  Stop billing them.  And go about your business.  Life is too short to get tied up in dissipating actions.  It is rare to run a business without getting stuck from someone.   

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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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