Let’s face it: Men and women work and communicate differently. People are as different as fingerprints, and many of us are loathe to generalize. However, some generalizations are both appropriate and necessary, according to workplace consultants Victoria Simon, Ph.D., and … Continued
And the seas are kind of rough. Gary Shamis, managing partner of SS&G Financial Services and one of the producers of Winning Is Everything, reflects on the key take-aways. More CPA Trendlines coverage here.
From the Accounting Office Management & Administration Report via Texas Society of CPAs.
Attracting and retaining clients has taken on new importance for CPAs whose firms have taken a hit in the last few years.
“In this recession, CPAs have had some whoop-ass put on them, mostly because the number of clients is dissolving,” says Rick Telberg, president and chief executive of East Hampton, N.Y.-based Bay Street Group LLC, advisers in marketing, management, and strategy for the tax, accounting, and finance industries.
The biggest way to land new clients is through referrals, Telberg says, and these days it’s happening online. “What we’ve found is that the firms that are doing something—anything—are making progress,” he says.
To flourish in this increasingly difficult climate, CEOs are looking for creativity in their executive teams and advisors. In fact, the authors of a vast new IBM survey of 1,500 CEOs across the globe say top executives now believe creativity … Continued
A survey of the world’s top CEOs provides clues to the bottom-line needs and expectations of companies and clients. by Rick Telberg Finance and accounting professionals may be unprepared for a world of increasing complication in 2011 unless they can … Continued
Firm of the future will shift focus from what it does to what the client wants. Edi Osborne of MentorPlus is on a mission, a mission to transform the profession one firm at a time to a client-centric business model. … Continued
Survey Shows 82% of CPAs at Top 100 Accounting Firms Tie New Technology Adoption to Client Retention and Firm Growth. Bay Street Group Research finds accounting firm partners are embracing document management and Software-as-a-Service solutions to meet client needs and … Continued
Client service is not just smile training — it’s about treating people the way they wanted to be treated.
by Arnold Sanow
arnoldsanow.com
In today’s fast-changing and competitive environment, excellent client service is not only nice but essential for success. In fact, the only way to differentiate yourself and to become less of a commodity in the marketplace is through outstanding service.
MORE: Arnold Sanow at CPA Trendlines
The strategies for keeping clients for life can be honed down to some basic steps that any business owner can use. READ MORE →