Fight for the client, and win! Enrolled agent Thomas Blair has built a thriving practice and solid reputation as a taxpayer’s advocate in IRS cases. Here are a few of Blair’s stories, in his own words:
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More firms see the problem. But fewer are doing anything about it. by Rick Telberg Just at a time when accounting firms are struggling to gain new clients and hold on to the ones they already have, client satisfaction ratings appear to be dropping.
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Many expect to work ’til 70 and never retire, others hope to sell. The nation’s small business owners’ views regarding retirement are radically shifting, with many seeing themselves working 20 years or longer – or never formally retiring at all. As a result of longer life expectancies and the impact of the recession, the majority of small business owners can no longer embrace a traditional view of retirement, in which individuals stop working in their mid-60s for a life of leisure – something fewer than 10 percent foresee themselves doing, according to a new study by The Guardian Life Small Business Research Institute.
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Warning: Your clients’ answers may differ. By Jean Caragher and Rick Telberg SevenKeys CPA New studies conducted by The Bay Street Group and the Capstone Marketing Group illuminate several very significant gaps between the opinions of clients and their CPAs. These studies allow us to begin to understand what our clients really think. Continued at AccountingWEB.com
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Hint: The answer is closer than you think by Jean Caragher and Rick Telberg SevenKeys CPA Looking specifically at the accounting profession, a five percent improvement in client retention can improve profits by 25 to 85 percent. This kind of revenue growth adds directly to your bottom line. What more compelling argument do you need to demonstrate the benefit of improving your firm’s ability to retain your clients? Continued at AccountingWEB.com.
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Any system will do. But you need a system…
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Tax filers who paid an accountant or CPA to prepare their returns register the highest satisfaction with their method of preparation. Some 75 percent state that they were “very satisfied” in working with the accountant or CPA, according to a new survey.
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