Give Business Clients Something to Talk About

Income Statement, Balance Sheet, Cash Flows? It’s time for a fourth statement.

By Edi Osborne CEO, Mentor Plus In the words of Bonnie Raitt, “Let’s give ’em something to talk about;  a little something to figure out.” Fact … Continued

Five Fun and Easy Ways to Wow Your Clients

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

5 Strategies and 13 Tactics for Client Retention

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.

Four Tough Client Service Problems

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

What People Want from You

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