Client retention

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.

Art Kuesel presents eight, post-busy season questions to help deepen firm relationships with patrons.

I think branding is very important. Everyone and every business has a brand. Inattention to branding creates a brand that might not be what you would like, but nevertheless you will have a brand. Branding needs deliberate attention.

Art Kuesel on the importance of taking stock following tax season.

Accounting firms in North America are taking the risk of losing business by making their customers wait on hold for more than 25 seconds, according to new research.

What you know isn’t as important as who you know – your clients

Firms operate based on myths while enduring realities such as slow growth, low profitability, client losses and employee losses.

The organization behind the Academy Awards is weighing its next move after a partner at accounting firm PricewaterhouseCoopers handed out the wrong envelope for best picture, triggering the most spectacular blunder ever on Hollywood’s biggest night.