Client retention

Practice

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.
Practice

Tips for Unique and Affordable Gifts for Your Clients

Telling clients you appreciate them goes a long way in building loyalty. Follow these gift-giving tips for the holidays or during busy season and make all of your client meetings a little more rewarding.
Practice

How and When to Raise Your Accounting Firm's Prices

If you're being paid the same rate as five years ago and client demands have increased, it can lead to unprofitable client relationships and resentment. It may be time for your accounting firm to raise prices.
Practice

CPAs, Don't Be 'Just the Tax Guy/Gal'

Most top US accounting firms report that common sources of firm revenue growth include niche services, such as business valuations, litigation support, strategic planning, and business advisory services.
Practice

Three Tips for Better Meetings with Your Accounting Firm's Clients

The most important client meeting is when you’re tasked with presenting the client your financial analysis. Making the most of this meeting can do wonders for establishing client trust and retention.
Practice

Top Five Ways Accountants Can Use Industry Data

Many accounting firms tout their "excellent customer service" as what sets them apart from competitors, but if everyone is bragging about the same thing, are they truly unique?
Practice

Stop Competing for New Business on Price Alone

Competition in the accounting industry is fierce, which can pressure some CPAs to compete for business using pricing alone. But many accountants realize this is a losing proposition.
Practice

Partner Succession - It's All about Client Transition, Retention

CPA firms are wrestling their way through partner retirements and the accompanying succession issues in numbers that the profession has never seen before. It's the baby boomer bubble, up close and personal.
Practice

AICPA Survey: Growth and Firm Development Key Priorities for CPA Firms

With economic conditions improving, CPAs are taking a longer-term, more strategic view of goals to ensure their firms thrive, according to the American Institute of CPAs' 2013 CPA Firm Top Issues Survey.
Practice

What Personal Qualities Do Clients Look for in Their Accountants?

Are you memorable or boring? What personal qualities do you have that make clients like you? Do the people you meet, whether at networking events or elsewhere, remember you and feel comfortable referring their clients and contacts to you?
Practice

Change Your Firm and Yourself: Just Do It

For ten years, Joe Evers, a CPA who owns a small practice in Phoenix, Arizona, attempted to work more proactively with his clients, but he was never able to move his firm in the direction he was hoping for.
Practice

Tips for Running a Productive Meeting with Small Business Clients

Handling a client meeting with professional efficiency does not mean ticking through agenda items with military precision. The meeting needs to be handled with efficiency and finesse. Preplanning ensures the meeting will be productive and efficiently managed.
Practice

What Makes Your Accounting Firm Stand Out?

Is your firm unique? If so, in what ways? Would your clients agree, or is that something employees of the firm, or maybe just the partners, want to believe?
Practice

Are You At Risk of Losing Clients?

Knowing just how satisfied clients are with your services might be difficult if not impossible to gauge on a daily basis. For accountants, recognizing whether clients are considering shifting to another service provider is not always blatantly obvious.
Practice

New Client Auditions: How to Know if a Prospect Is Right for You

To ensure a new client audition is successful, you must know the profile of your existing client base. Knowing why your most successful clients are a positive fit for your business will help you weed out potential clients who would not be a good fit.
Practice

Twelve Metrics Firms Should Track

Dozens of metrics exist for firms to track, number crunch, and strategize around. No two firms will track the same exact metrics in the same way for the same exact reasons. However, focusing on a "defining dozen" can propel firms to the next level.
Practice

Developing Authentic, Ongoing Client Relationships

Just about every day, my BMRG GAP members ask me a question similar to, "How do I grow my clients? I want to increase my revenue, so what do I do?"
Practice

Are You Underserving Your Clients?

During a presentation at AccountingWEB Live!, Mark Lloydbottom of Practice Management Consulting said that the way to start offering your clients gold medal-level service is by asking meaningful questions and making a difference in their lives.
Practice

Mining the Opportunities in Your Client Base

Is your firm at risk of losing clients or missing opportunities for additional wallet share from existing clients? A large gap may exist between what partners believe their clients think versus what clients actually think.
Practice

Target the 'Right' Clients - Become Their Trusted Advisor

Adding business advisory services is essential to growing your firm, but you shouldn't offer these services to all your existing clients. Determine which clients you should "wow" and how to become their trusted business advisor.

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