25 Things Customers Love

The best strategies from the best companies. By Arnold Sanow arnoldsanow.com In today’s fast-changing and competitive environment, excellent customer service is not only nice but essential for success. In fact, the only way to differentiate yourself and to become less … Continued

It’s Not Sales. It’s Your Duty

How to suggest additional services to clients and why you’re doing them a disservice if you don’t. By Ed Mendlowitz The CPA Trendlines Practice Doctor QUESTION: I always feel awkward telling clients they need additional services that I should perform … Continued

Job 1 for The Practice Owner: Client Management

The 8 critical ways CPA firm owners must manage clients. By Bill Reeb and Dominic Cingoranelli CPA Trendlines / Succession Institute Whether you simply desire to improve your firm’s operations or identify and implement a new long-term strategy, you need … Continued