Clients say: Not as long as you think. If you’re a finance manager on the client side, what do you say? by Rick Telberg Are most CPAs fooling themselves? If you ask a CPA, as CPA Trendlines has been doing … Continued
What you need to know. How finance executives pick accounting firms: Join the survey; get the answers. by Rick Telberg Here’s some good news for accounting firms: Most companies stick with their CPA firms for at least five to 10 … Continued
Four must-do’s for client retention…
What we know that clients don’t even know they need. By Sandi Smith, CPA Accountant’s Accelerator I’m pretty sure that I am not the only accountant who has made the following mistakes with clients. Here are a couple of ideas … Continued
Surprise: Hard work and knowledge aren’t Number 1. Neither are skills or knowledge.
Hint: It’s not about how smart they are or hard they work. By Rick Telberg How do you spot the hidden rock stars on your staff? And what do up-and-coming tax, accounting and finance professionals need to know to get … Continued
Learn what it takes to attract the best talent and merger partners. by Robert Fligel, CPA RF Resources LLC For many in the CPA business, organic growth is going to be very slow for the next several years. So, CPA … Continued
Good clients don’t leave their CPA on the basis of fees alone. In fact, money factors in only when the relationship isn’t valued and the difference you make is not evident. You and your team can impact that directly by delivering exceptional client service on a consistent basis.
Maybe the 150-person firm in Bellevue, Wash., has found a winning formula…
Anticipate. Anticipate. Anticipate… Then follow through.
Fight for the client, and win! Enrolled agent Thomas Blair has built a thriving practice and solid reputation as a taxpayer’s advocate in IRS cases. Here are a few of Blair’s stories, in his own words: