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
Choosing a CRM system can be tricky. Here are some pointers. By Becky Livingston When Do You Need CRM? You know you need CRM when your list of contacts has outgrown your Rolodex. You remember what a Rolodex is right? Another … Continued
Income Statement, Balance Sheet, Cash Flows? It’s time for a fourth statement.
Use all five senses. By Sandi Smith, CPA Accountant’s Accelerator You don’t have to be the Ritz-Carlton or Mercedes to provide your customer with a great experience. Just a little forethought and planning will make a huge difference. Here are … 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.
And dozens of possible solutions from staffers… At a recent staff workshop, there was a brainstorming session to answer some key questions about what constitutes excellence in client service. Four questions were placed on the table: 1. How can we … Continued
Anticipate. Anticipate. Anticipate… Then follow through.
The Great Recession is shifting client desires and expectations in some interesting and counter-intuitive ways…
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:
More firms see the problem. But fewer are doing anything about it. by Rick Telberg Just at a time when accounting firms are struggling to gain new clients and hold on to the ones they already have, client satisfaction ratings … Continued
The 14 strategies to build better business relationships. It’s been said that when you look for the good in others, you discover the best in yourself. It’s nowhere so true as in the accounting business. Contrary to the cliche, accounting … Continued