Good advice from a top venture capital investor on what he wants to hear. Before you call Mark Suster, a two-time entrepreneur who joined GRP Partners in 2007 after selling his company to Salesforce.com, with your next big idea, first … Continued
… or risk getting left behind. Mike Sabbatis warns CPA firms to be ever vigilant of client needs. After three generations, a client suddenly dumped their CPA firm. Why? And could it happen to you?
Learn the secrets of the top-earning CPAs and highest-grossing accounting firms. by Rick Telberg From the iPad to the cloud, new technologies are changing the way we live and the way CPAs work. Indeed, a new technology model is emerging … Continued
Clients seek broader array of services via CCH Few concerns weigh more on the minds of accountants than the desire to satisfy, and retain, clients. As CPA firms look to build client loyalty and grow profitability, a new CCH nationwide … Continued
Kirkland Albrecht & Fredrickson battles a bruising recession. by Rick Telberg By the time you read this, Ken Kirkland will be packing for a trip to the India beach resort of Thiruvananthapuram as the newly named international chairman of the … Continued
What do accountants talk about when they talk about…? When CPA Trendlines asks practicing accountants how they “delight” clients during busy season, one word pops up more than any other: “personal.” Clearly, clients respond to “financial” “planning” “service” with “questions” … Continued
Advisors need to understand the differences between men and women clients. In what could be a wake-up call for accounting firms, a majority of women think that their wealth managers could do a better job of serving them, and nearly … Continued
Three Rock-Solid Principles.
by Rick Telberg
It shouldn’t take an economic downturn and cutthroat competition for accounting firms to rekindle their interest in optimizing client service, satisfaction and retention.
“It should be at the top of the agenda all the time,” Sandra Wiley, COO at Boomer Consulting was telling me.
But with the economy of the new normal, client service has become a hot topic.