Client retention

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.

You deserve to raise your fees. Can you live up to the service expectation?

The tools, processes and mindset your firm brings to interacting with clients make all the difference.

What CPAs can learn from a toy company.

Using these seven steps during the busy season will enhance your client experience and boost your revenue.