The SevenKeys CPA

by Jean Caragher and Rick Telberg

Seven Keys to Successful CPA Firm Management

Significant gaps exist between what clients really think and what CPAs seem to believe is important to their clients.

These gaps indicate a need for CPAs to revise their thinking. They also indicate opportunities for CPA firms to make changes that will improve client satisfaction and retention.

 by Jean Caragher and Rick Telberg
Seven Keys to Successful CPA FIrm Management

by Jean Caragher and Rick Telberg
Seven Keys to Successful CPA FIrm Management

Most CPAs get it wrong. Clients' No. 1 reason for dumping a CPA firm is not price.

by Jean Caragher and Rick Telberg
Seven Keys to Successful CPA FIrm Management

There is a huge gap between client attitudes and CPA perception of those attitudes, according to our research.

We've been asking two questions to two difference groups of people.

by Jean Caragher and Rick Telberg
SevenKeys CPA

Responses are pouring in for the latest SevenKeys CPA study of marketing trends. (If you haven't already received an invitation, you can join the survey here. Participants get a special report of the the top-line results.)

The preliminary results are eye-opening.

Accounting firms are rapidly escalating their business-building efforts: