Client retention

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.

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.