Client retention

Just like the ballet, every interaction with a client is a performance.

Every single person at your firm has an opportunity to change the experience your client is having with your organization.

As an accounting firm, you have many opportunities throughout the day to build trust with your clients.

Putting the firm logo on clothes, bags, blankets and just about anything else makes a great giveaway that has long-term value.

When a practice is acquired, three major attributes make a difference in client retention.

Focusing on the right key performance indicators enables a business to home in on the metrics that benefit it the most.

Two professionals from Andrea & Orendorff in Kenosha, Wisconsin share their perspectives on how to realign your client base to prepare for succession.

When it comes to the frequency of client communication, there’s no magic formula.

Tax season is behind us, and it’s a great time to ask clients for feedback about what you could be doing better.

Client surveys are an effective method to find out what clients are thinking and also give some the opportunity to vent about what displeases them.