Client retention

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.
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?
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.
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.
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.
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.
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.
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.
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.
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.
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.

Interesting vs. interested – advice from a prospect

I think it’s great that you ride a Harley, raise chickens, enjoy food and wine, skydive, or volunteer at a homeless shelter. But are you just as interested as you are interesting?

Can your clients tell if you are faking it? Take the Passionate Accountant Quiz

Are you really passionate about what you do or are you just pretending? Do you get excited about helping your clients be more successful? Do you seek out opportunities to learn new things that will help your clients overcome their most difficult challenges?

Communication is essential to retaining clients

Client retention and appreciation strategies are tools that should be employed year-round to cultivate healthy, profitable, and long-lasting relationships.

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