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Intensively managing client relationships is more important than ever — and there are tools to help.
November 2 -
Your firm’s online presence has never been more critical to your success.
October 15
L&H CPAs and Advisors -
Having a well-polished digital presence is now a must-have. Learn more about the changing face of referrals and why you might be inadvertently repelling them.
October 8
L&H CPAs and Advisors -
Client accounting services could take your firm to the next level.
September 28 -
Accounting firms should apply these valuable tools to thrive through the pandemic.
September 28 -
The right communication strategy and strong deliverables are key.
September 9
Napier Financial -
The pandemic may rule out in-person business development, but that doesn’t mean you should stop reaching out.
August 13
Kuesel Consulting -
Tamera Loerzel and Jennifer Wilson of ConvergenceCoaching return to look at external issues that the coronavirus pandemic has raised for accounting firms in terms of dealing with clients, revamping services offerings and more.
August 10 -
The changing times and an economy in constant flux are causing clients to shift expectations for their accounting firms.
August 7Hinge -
Making the case for professional sales in today’s accounting marketplace.
August 4
Crosley+Company -
EY and BF Borgers made good showings for the quarter.
July 31 -
Your clients don’t want to have to pick up the phone and wait four days for an answer.
July 7
L&H CPAs and Advisors -
It is important to develop a specialty, but it needs to be balanced with the needs of the practice and your interests.
June 29Kostelanetz & Fink LLP -
Knowing what buyers need, where they do their research, and what influences their decisions are all key to a firm’s success.
June 5Hinge -
Gale Crosley shares how Top 100 Firm Grassi & Co. wrote the book on reinvention.
May 29
Crosley+Company -
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EY leads among the largest auditors in the first quarter of 2020.
May 4 -
Some firms may think now is not the time to be reaching out to new clients -- but they can't afford not to keep prospects moving through their pipeline, says business development consultant Art Kuesel.
April 27 -
You can still reach out to prospects even in the midst of the coronavirus pandemic.
April 21
Kuesel Consulting -
Attracting new clients is vital for growth, but retention is even more important.
March 5
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