Client retention

A lot can go wrong when acquiring a practice from a deceased accountant’s estate. Here are some real-life examples.

A merger in Salt Lake City puts two local auditors ahead of the pack.

Don’t point fingers when something goes awry. Focus on your firm’s systems and processes so the same mistakes don’t keep popping up.

Clients don’t care how much you know about accounting; they care how much you know about their situation.

Accountants need to really understand their clients' perspectives to live up to their 'trusted advisor' status, says Geni Whitehouse.

Art Kuesel on the importance of following-up with clients after the most hectic time of the year.

The “health challenges” that firms face typically revolve around one or more of four main areas.

Clients really want to do more business with you. Don’t make it difficult for them.

Sometimes the strategy can eliminate a domino effect of other expensive tax problems down the road, Ed Slott writes.

With client expectations changing rapidly, Inovautus Consulting’s Sarah Johnson Dobek explains how firms need to improve the experience they offer.

If you don’t want to drop difficult clientele, try giving them priority care so they won’t pester you so much.

Every client, from the largest to smallest, pays part of your salary, so every client should be treated with respect, care and importance.

Art Kuesel on the importance of valuing your VIP customers.

The Big Four firm had the larger number of new clients for the year, but the Seattle firm netted the most.

Art Kuesel on how staying engaged with clients can be the difference between an 'achievable' goal and one that's 'out of whack.'

Adding the right combination of new capabilities will make you more valuable to clients and more scalable as a business. Follow this advice in today’s new advisory landscape.

Did you ever think about your value to your clients and what they are paying you for?

Simple steps to spending all day with your favorite, most profitable clients—who happily refer you to their peers.

Mail or forward information to clients to let them know they are on your mind.