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7 Reasons Your Firm Should Automate Client Messages
Sending tax reminders and special-occasion notes to clients is essential to your relationship, but is often time-consuming. It’s time to get automated.
May 4 2015
Cardio, Free Weights, and Client Prospecting: Tactics CPAs Can Use at the Gym
It’s easy to overlook obvious places where you can raise your visibility. A fitness center is one of those places.
May 1 2015
The Accountant and School Sports: 8 Ways to Tactfully Raise Your Visibility
Being a “sideline parent” is an excellent opportunity for CPAs to meet and connect with others in the community.
Apr 22 2015
How Accountants Can Use Golf as the Gateway to Making HNW Connections
High-net-worth people have financial needs, and serious business gets done on the links. Consider these three tactics.
Apr 7 2015
Why You May Be Serving the Wrong Clients—and How You Can Fix It
When choosing clients, understand that more isn't necessarily better. More is usually just more.
Dec 29 2014
Never Mind the Answers; What Are the Questions?
There's a theory going around that truly successful business people listen more than they talk.
Apr 8 2014
Tips on How You Can Stand Out From Other Tax Professionals
Eva Rosenberg explains a few things you can do to make sure your clients don't go anywhere else for professional tax help.
Feb 3 2014
Client Gift Idea: Build the Relationship
It can be difficult to buy gifts for clients, because you don't want to get something they might simply like, you want to get them something that will help them remember you and refer your services.
Dec 20 2013
Education & Careers
Resigning a Client: Four Years Later, It Was the Right Decision
No matter what type of business you're in, it's never easy to resign a client. Yet, the benefits far outweigh the drawbacks. We resign clients based on a number of reasons.
Dec 19 2013
End of Year - There Isn't a Better Time for Marketing!
While your client service schedule may seem a bit overwhelming to you in December, this is actually a perfect time for you to add real value to your client interactions.
Dec 19 2013
Report Highlights Secrets Clients Hide from Their Advisors
Are clients being forthright with their financial advisors about factors that could affect their personal finances? While most are, 28.6 percent said they've withheld critical financial information from their advisors.
Aug 27 2013
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