Client retention

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.

Here are three simple strategies for building client trust.

Traditionally, a firm's client list has been sacrosanct, but they need to rethink that.

Going above and beyond keeps clients happy.

Whether you’re talking to one person or a board of directors, you want to bring your facts and figures to life.

The IRS reaches north; no questions asked on the Mars minis; new on the block; and other highlights from our favorite tax bloggers.

Small gestures pay big dividends and cement your position as the trusted advisor.

Every one of your clients wants to work with an accountant they can trust and rely on.

Our currency is what we know, along with our ability to use it to help our clients.

Tax season has the largest concentration of clients and presents the best opportunity to find out what clients think about your services.

There’s never been a better time to empower your team to adopt a more strategic and proactive attitude when engaging clients.

These five strategies can help you boost your profits, without ever have to sell to a prospect.

Are you really stuck on a problem or just procrastinating about a hard decision? When it comes to confusion, the most obvious answer is usually the right answer. Try this simple exercise for breaking through confusion.