When Clients Prefer Social Media

How to use every new channel to create a new touchpoint to serve a client or attract a prospect, hire the best people, find new markets. This is the first in a series by Becky Livingston, author of the soon-to-be-published Social … 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

6 Ways to Know What You Don’t Know

By Ed Mendlowitz The CPA Trendlines Practice Doctor QUESTION: Occasionally I get a new client in an area I am unfamiliar with. How do I find out what I do not know? RESPONSE: This happens to everyone and probably more often … Continued

6 Simple Steps to Impress a Prospect

How to walk in with head start. By Ed Mendlowitz The CPA Trendlines Practice Doctor QUESTION: How do you make a presentation to get a new client when you do not know everything you should about the client’s business? RESPONSE: No one can … Continued

Managing Risk in Client Relations

Wishful thinking? by Bruce W. Marcus Professional Services Marketing 3.0 CPA Trendlines research has uncovered the startling fact of the wide disparity between how accounting firm management perceives their own performance and how their clients see their performance. (Join the … Continued

When a Happy Client Isn’t Enough

4 essential habits for building client trust. By Bruce W. Marcus In the firm with a strong marketing culture, getting the client is only half the battle. The other half is keeping the client. It’s done with more than just … Continued

How Listening to Clients Can Change How Firms Work

…And spell success. by Bruce W. Marcus Professional Services Marketing 3.0 Typical proponents of Professional Services Marketing 3.0 are accountants who have learned to think and act like marketers, accountants who have developed new kinds of accounting firms, and new … Continued

The Top 20 Reasons Clients Love Their CPA Firms

By Marc Rosenberg How CPA Firms Work The CPA’s training is geared to identifying problems that clients are experiencing and giving recommendations for improving the company.   This leads to producing what is known as the “Oh wow” feeling from a … Continued

What I’ve Learned from My Clients

By Sandi Smith Leyva Accountant’s Accelerator I feel extremely fortunate to have such a wonderful set of clients that I have learned much from the last few years. More for soloists and small firms: Take Six Big Steps to Go … Continued

Two Steps to Easy Cross-sells

Start with a spreadsheet. By Sandi Smith, CPA Accountant’s Accelerator Here’s a great spreadsheet exercise you can do to identify what I call “low-hanging fruit,” which means added revenue that will not take too much time or money to go … Continued