Client retention

There is a tendency to keep the clients we have, whether they are overgrown or not, or whether or not they still fit.

What accounting firms can learn from Chick-fil-A and Maya Angelou.

A healthy succession plan achieves three main objectives: continuity through client retention, client growth and fair financial treatment of all parties.

Acquirers are very selective because so many firms are looking for a deal.

Many services can be marketed to new clients as well as to existing clients. Once you begin adding services to your clients, more develop.

Clients will want to use you when you become their trusted advisor and they think of calling you before they do anything that might impact their business, financial security or growth.

Often enough, creating capacity isn't about hiring people.

Accounting firm leaders need to take the lead in welcoming new clients.

How many of the three As would your clients say you possess?