Client retention

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.

I had a meeting recently with an accountant and was led into his office while he was on the phone. I overheard him telling a client that he wouldn’t be able to get his work done as promised because his humongous client needed something done right away, and “you know how that is!”

Or do you just want to carp about the one that got away?

It is significantly more expensive to attract a new client to an accounting firm than to invest in client retention.

Clients buy something they need or solutions to problems, not hours. Here is a situation that has actually occurred in a client’s legal matter.

Reducing client load is important for a partner to grow.