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

Savvy CPAS Focus on the Constants

Don’t be distracted by the hot trend of the moment. In “10 Things That Accountants Didn’t Need to Worry about 10 Years Ago,” CPA Trendlines contributor Hitendra Patil generated reader reactions with some provocative thoughts about a tsunami of trends. … Continued

Busy Season 2015: When Clients Are the Problem

Top nine client management solutions. NEXT QUESTION: Lessons Learned. Join the survey; get the results By CPA Trendlines Research The CPA Trendlines annual Busy Season Barometer is uncovering some frank and candid talk about clients. Yes, we love them. Couldn’t … 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

What Goes in a Client’s Permanent File?

We’ve found at least 50 items. What would you add? By Ed Mendlowitz The CPA Trendlines Practice Doctor QUESTION: What type of information should be kept in, or as, permanent files? RESPONSE: A permanent file should be maintained for each … Continued