client service


Use a Menu of Services as an Overview of Your Value Priced Offerings

Whenever I speak to accountants about creating a cloud practice, the most common question is, “How do I charge my clients?” The answer has usually been "hourly billing," but that model is changing.

How to Become a Retail CPA

Retailers have a different outlook on the client servicing process. CPAs would do well to emulate them, rather than just focusing on getting the work out and charging the most possible.

Unresolved Client Issues Take Money Out of Your Pocket

In my February 18 webinar on "Understanding the Client Experience," a participant asked what can be done about negative customer comments on the web, that "may or may not be true."

Does Your Accounting Firm *Really* Provide Client Service?

CPAs working in public practice tell me all the time..... "We are different!" They go on to relate how they do this different and how they do that different. They truly believe they are different.
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.

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.