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.

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.