Can Your Clients Tell if You Are Faking It?

Take this quick, 10-question quiz to find out. Do you seek out opportunities to learn new things that will help your clients overcome their most difficult challenges? Selling value-creation advisory services is truly a slam dunk with most modern business … Continued

15 Reasons to Dump a Client

You know the type.

They’re the clients that keep you awake at night, bother you on weekends, and drive your staff crazy. They’re the clients you’d rather you didn’t have. Wouldn’t it be great to dump them and make them some other accountant’s problem?

But how do you spot a problem client before they swell into a catastrophe? Arvid Mostad, president of Mostad & Christensen, a supplier of marketing materials to accounting firms, outlines 15 habits of bad clients: READ MORE →

Client-Centric CPA? It’s Not Just Numbers

Helping a retailer client by looking beyond accounting. [Editor’s note: We’ve been asking accountants what “client-centric” means to them. Here’s one of the many pithy answers we’re getting. Send yours to editor@cpatrendlines.com, or use Comments.] by June Ball, CPA Owner, … Continued

First, Sell Yourself. Sales Will Follow.

Charles H. Green says: Put your customers’ interests first and watch your sales increase. People want to buy from those they trust. The best way to be trusted by your customers is simply to be worthy of their trust. Be … Continued