Here’s what you’re looking for: August J. Aquila

MARKETING & SALES

Fourteen Ways to Get the Right Clients

You should be selective. Here’s how.

By August Aquila
MAX: Maximize Productivity, Profitability and Client Retention

Marketing should be about mainly getting the right clients for your firm – clients who will help you achieve your financial and strategic goals.

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It’s often been said, “no profits, no firm.” Firms can attract the right clients through a combination of strategic marketing, networking, reputation building and providing excellent service. Here are some steps and strategies that can help a CPA firm attract the right clients.
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CLIENT SERVICE OPPORTUNITIES

How to Disengage Clients

woman speaking and giving direction to subordinate

BONUS: Two sample letters.

By August Aquila
MAX: Maximize Productivity, Profitability and Client Retention

Disengaging clients in a professional services firm is a sensitive process that requires careful consideration to maintain positive relationships and uphold your firm’s reputation. Here’s a step-by-step guide on how to do it professionally:

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  1. Review Contracts and Agreements: Begin by reviewing the terms of your engagement contracts or agreements with the client. Understand any clauses related to termination or disengagement and follow those guidelines.

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GROWTH STRATEGIES

Sixteen Steps for Maximizing Firm Resources

Businesspeople having a meeting over coffee sitting together at a table discussing a document, young man and two middle-aged women present

Productivity and profitability will benefit.

By August Aquila
MAX: Maximize Productivity, Profitability and Client Retention

If you understand your client base you can better allocate resources and effectively manage your human, financial, technological and other assets to maximize efficiency, productivity and profitability. Here are steps you can take to allocate resources effectively:

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  1. Set Clear Objectives: Define your firm’s short-term and long-term goals. Understand what projects, clients and services are a priority for you, and then, align resource allocation accordingly.

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MARKETING & SALES

How to Break Clients into Tiers

Woman looking at computer screen, man looking over her shoulder

Including examples of criteria.

By August Aquila
MAX: Maximize Productivity, Profitability and Client Retention

Client tiering is a strategy used by CPA firms to categorize their clients based on various factors such as revenue, complexity of services, profitability and more. This approach helps the firm allocate resources effectively, provide tailored services and prioritize high-value clients.

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A tiering system for a smaller firm can be very simple with emphasis on billable hours, dollars and billing rate realized. For larger firms it can become more complex, and the firm may create more tiers.
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MARKETING & SALES

Fourteen Considerations for Tiering Clients

illustration of businesspeople standing on different heights of tiers

You might find they don’t all belong.

By August Aquila
MAX: Maximize Productivity, Profitability and Client Retention

Not all clients are equal. Besides client profitability, there are various factors to consider when tiering clients.

MORE by August J. Aquila
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Here is a tiering process that looks at 14 factors that include categorizing clients based on their value to the firm, their needs, but also several other relevant factors. If you do this, you can allocate resources efficiently and effectively and provide tailored services to different client segments.
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