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. By Becky Livingston Social Media for Accountants In today’s world of CPA firms, marketing … 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
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
51% plan new hiring now and into next year. For 2015, 81 percent percent of small businesses forecast a revenue increase, with 21 percent expecting to grow more than 100 percent, according to a new Xero survey. The study also shows that … Continued
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
Don’t bother with #5 if you don’t do #1, #2, #3 and #4 first. By Sandi Smith Leyva The Accountant’s Accelerator If getting new clients is a bit of a struggle for your business and you’re not reaching the revenue … Continued
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
Not the normal grade of obnoxious, but far more so…
The four flavors of new clients. By Hitendra Patil Pransform Inc. Tax season is over and you made it through the home stretch, significantly tired but scraped through! Now is the time to rethink your business model on the new … Continued
Checklist to assist financial professionals…
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
New trends emerge in net profit margins and accounts receivable.
How to learn from clients’ spoken and unspoken needs and desires. By Sandi Smith Leyva, CPA 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. … Continued
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