Client retention

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.
2879
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?
945
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.
1073
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.
814
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.
2082
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?"
1764
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.
1479
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.
1595
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.
2155
Practice

What Did You Expect?

It's not that any of us purposely want to mislead our customers, but most of us are optimists. We want to communicate what we hope to deliver, and we often fear that under-promising could disappoint a customer.
1486
Practice

10 Strategies to Improve Client Accounting Services

Clint Eastwood in "The Rookie" said, "If you want a guarantee, buy a toaster." There is no question that many CPA firms are conservative, but are they so conservative they are missing value-added opportunities?
5614
Practice

How Can You Keep the Post-Tax Season Calendar Full and Clients on Target? Periodic Review Meetings

Periodic client review meetings give CPAs and financial advisors the opportunity to put all their tools to work. They’re a good way to reconnect with your clients after tax season and continue to build and strengthen the relationship you have with each other.
2215
Education & Careers

Build Your Practice - Give Clients Personal Attention

The never-ending challenge for accountants is not only to acquire new clients, but also to keep their existing ones. To achieve this, you need to get personal.
3246
Practice

Using Client Surveys to Break the 'Just Fine' Syndrome

Conducting a client survey is the best way for a firm to truly decipher what's working, what isn't, and where new opportunities lie.
2516
A&A

It's Not Me, It's You: Ten Signs Your Client Might be Dumping You

In any business, it's extremely difficult to sustain growth through a series of transactional sales activities. Building strong, lasting relationships is crucial to the long-term success of your business.
4351
Practice Development

Top Ten Ways to Take a Consultative Approach to Client Meetings

When meeting with clients, accountants may be most comfortable getting down to business by crunching numbers and going through reports. This approach may seem logical, but it's not always the best approach for relationship building.
6564
Practice Development

Survey: 82% of top 100 accounting firms tie new tech to client retention, firm growth

The largest U.S. accounting firms believe they are nearly 100 percent focused on client needs and expectations, and perceived by their clients as technologically savvy, with the adoption of paperless and cloud-based technologies, according to a recent survey.
3124
Practice Development

Know thy client

Use what you know to take care of your clients. Ensure that they get the most relevant and timely advice from their proven and reliable source – their accountant.
2668
Practice Management

Is the profession headed for bottle shock?

There are other professional groups edging their way into the sacred relationships accountants have had with the business community and opening up choices for consumers like never before.
3049
A&A

The Accountant: A new reality show

Now I’m not proposing we launch a new TV series where business owners stay in a fancy mansion surrounded by eager CPAs vying for their business. But, I think we all have been there in the heat of the competition for new clients.
6045

Pages

Voice of the Editor

What would you do if one of your clients won the lottery? We asked several accountants to weigh in with their advice for the lucky Powerball winner, and the tips we received are useful for anyone who receives a windfall, whether it's a lottery win, an inheritance, a big bonus on the job, or a killing in the stock market.
Read more
Gail Perry, CPA
Publisher/Editor-in-Chief, AccountingWEB
editor@accountingweb.com
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