Client retention

Just like the ballet, every interaction with a client is a performance.

Every single person at your firm has an opportunity to change the experience your client is having with your organization.

As an accounting firm, you have many opportunities throughout the day to build trust with your clients.

Putting the firm logo on clothes, bags, blankets and just about anything else makes a great giveaway that has long-term value.

When a practice is acquired, three major attributes make a difference in client retention.

Focusing on the right key performance indicators enables a business to home in on the metrics that benefit it the most.

Two professionals from Andrea & Orendorff in Kenosha, Wisconsin share their perspectives on how to realign your client base to prepare for succession.

When it comes to the frequency of client communication, there’s no magic formula.

Tax season is behind us, and it’s a great time to ask clients for feedback about what you could be doing better.

Client surveys are an effective method to find out what clients are thinking and also give some the opportunity to vent about what displeases them.

You deserve to raise your fees. Can you live up to the service expectation?

The tools, processes and mindset your firm brings to interacting with clients make all the difference.

What CPAs can learn from a toy company.

Using these seven steps during the busy season will enhance your client experience and boost your revenue.

Here are three simple strategies for building client trust.

Traditionally, a firm's client list has been sacrosanct, but they need to rethink that.

Going above and beyond keeps clients happy.

Whether you’re talking to one person or a board of directors, you want to bring your facts and figures to life.

The IRS reaches north; no questions asked on the Mars minis; new on the block; and other highlights from our favorite tax bloggers.

Small gestures pay big dividends and cement your position as the trusted advisor.