Try these 6 ideas to stop losing business to competitors. By Sandi Smith Leyva The Accountant’s Accelerator It’s rare that I lose business to competitors, and it’s also not an accident. If you are losing business to your competitors, here … Continued
“Never tell them the hours…”
With client retention the top issue for firms, we go looking for the “secret sauce” for landing new business.
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New strategic ally, or competitive threat…?
Becoming a ‘trusted advisor.’ By Sandi Smith Leyva The Accountant’s Accelerator Here’s a question: What portion of your revenues are derived from compliance work – e.g., tax preparation and IRS representation; bookkeeping; QuickBooks setup, cleanup and training; payroll; and audit … Continued
By Sandi Smith Leyva The Accountant’s Accelerator How you welcome your new client can set the tone for a relationship that could last for years or in the worst of cases, just days. Start out on the right foot by … Continued
By Sandi Smith Leyva The Accountant’s Accelerator For some of you, summer can be a slow time in your business. If you do taxes, all the action is during busy season and in September if you have a lot of … Continued
In Comments, it gets political. By CPA Trendlines Call it what you will – The Affordable Care Act or Obamacare – accountants are calling it opportunity. When we asked recently, “What’s the future of the professional tax preparation business?” a … Continued
Study shows CFOs’ key interests and topics for conversation.
How to build a plan. By Ed Mendlowitz 101 Questions and Answers for Managing an Accounting Practice QUESTION: I want to start growing my practice but am having trouble defining my target client. I tend to accept every client I … Continued
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