Member Since: May 25th 2017
Jul 14th 2017
Not only is it important to create a welcoming environment and give your clients a good first experience, but to continue building that relationship over time. Keeping clients and strengthening the relationship requires quick communication, explanations of changes, security, and involvement. The following article outlines several ways to continue strengthening your client relationships over time, combating common weak areas.
Jun 8th 2017
With automation assuming much of the duties of CPAs, it is important to determine which skills and activities to focus on in order to build revenue and grow firms. I thought that this article by Sageworks on creating proactive advisory services really went along well with what you are saying in this article. Access article here: http://bit.ly/2qymDhw
Jun 5th 2017
Not only is the demand growing for advisory services, but according to this poll (http://bit.ly/2qfI3zz), almost 50% of accountants themselves want to see an increase in firm revenue from these services. As you said, the key to adding advisory services is to start with your current clients. This article (http://bit.ly/2r0jWIq) offers even more information on bringing advisory services to your current clients. Proactive advisory services can be a huge revenue boost for a firm, as shown in this article (http://bit.ly/2qymDhw), though some might consider these forward-looking services to be unreliable.
May 30th 2017
As you mentioned, data analytics help decrease risk, but they also help reduce doubt due to auditor bias. Another benefit is the ability to easily and clearly visualize findings. http://bit.ly/2shFWeU
May 25th 2017