Client retention

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.

Embracing technology can help small business owners serve customers better, make better decisions and grow more efficiently.

Small businesses can solve one of their most pressing problems with data they already have.

Articulating goals quickly and clearly is one of the most important keys to earning clients and recruits.

Many of the larger CPA firms have not delivered on the trusted business advisor promise. Nor will they in the foreseeable future.

Art Kuesel on how communication and trust will make a professional indispensable to a client.

Accountants should start building programs to make the most of the 80/20 rule

As clients age, accountants and advisors need to be ready to help them and their families handle the issues surrounding their eventual decline. U.S. Wealth Management’s John Napolitano discusses how, and why it’s more important than ever.