Turn the habits of everyday friendship into business skills. By Jean Marie Caragher The 90-Day Marketing Plan for CPA Firms Since strong client relationships contribute to client satisfaction, longevity and lead generation, partners often encourage their managers and staff to … Continued
Accountants relieve their worst headaches. CPA Trendlines sources are reporting on how much time and money small businesses spend each year on accounting and tax preparation and each month on payroll administration. The data should support practitioners’ value proposition to … Continued
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
Use these busy days to get to know your clients better. With a few quick questions, every client meeting can turn into a new relationship-building opportunity. Ask how the firm is doing as a whole to assess satisfaction. Ask some … Continued
Try these 6 ideas to stop losing business to competitors. By Sandi Smith Leyva The Accountant’s Accelerator It’s rare that I lose business to competitors, and it’s also not an accident. If you are losing business to your competitors, here … Continued
“Never tell them the hours…”
With client retention the top issue for firms, we go looking for the “secret sauce” for landing new business.
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