Client retention

How often are you asking your clients about what they care about most: their kids, their grandkids or their pets?

Even with economic uncertainty in our near-term future, all forecasts still look pretty good for CPA firms.

Building strong relationships with clients is more critical than ever, especially for firm owners who want to improve client retention.

Don't underestimate how important it is for clients to feel like they've been heard, particularly in financial planning.

What clients want to know is not how much we know or how much experience we have, but how well we will do for them.

While a lot of accounting work is more or less of a commodity nature, the rest creates a strong and trusted advisor relationships with clients.

When you're trying to figure out how to deliver more value to clients so you can charge them higher fees, there's a new standard.

Some clients simply won't align with your strategy, while others haven't been the easiest to deal with in a smaller role.

Public accounting is a profession, but it is also a business, and as such we need to keep the bottom line in mind.