Preserve your sanity, amaze your clients.
Frank Stitely, CPA, CVA
Don’t take rejection personally.
By Martin Bissett
Business Development On a Budget
BONUS CHECKLIST: 34 items for corporate or organization minutes.
By Ed Mendlowitz
The CPA Trendlines Practice Doctor
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
To keep both your staffers and clients happy, tax and accounting firms need to gain a thorough understanding of their perceptions and perspectives — and to make they align. Customer service guru Arnold Sanow suggests 15 questions to ask yourself, … Continued
Clients benefit when CPAs and investment advisors work together. By Martin E. Levine, ChFC, CPA, MBA 4Thought Financial Group, Inc. Even if the client isn’t always right, helping clients understand and make the best financial decisions is … Continued
Fines run $100 per day, per employee. By Stephen L. Nelson, CPA and Elizabeth C. Nelson, CPA Small Business and the Affordable Care Act By now, many of your small business clients understand they don’t have to provide employees with health … Continued
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
The 8 critical ways CPA firm owners must manage clients. By Bill Reeb and Dominic Cingoranelli Whether you simply desire to improve your firm’s operations or identify and implement a new long-term strategy, you need to be clear about the … Continued
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
Are you about to do any of these? Is it worth it? By Ed Mendlowitz The CPA Trendlines Practice Doctor QUESTION: I believe I have a very high degree of client trust. But somehow I feel it is not 100 … Continued
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