Client retention

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.

How LBMC successfully transformed its relations with its clients.

I have been in my own practice a long time and figured out early on that if I never lost a client, I would do pretty well.

A new year offers a chance for a new start with clients.

Don’t underestimate the power of your network.

Learn one new thing that you can use to provide a value-laden benefit to your clients.

Here is a monthly calendar for running your practice and marketing to clients.

Most people who set their inboxes to OOO don’t put much time into what they’re conveying to the outside. They should. And so should you.

While conventional wisdom tells us that bigger is better, that’s plain and simple nonsense when it comes to midsized CPA firms and a convenient excuse for less than stellar growth by a firm’s partner group.

Clients think about their businesses much more than accountants do about them.

Intensively managing client relationships is more important than ever — and there are tools to help.

Rehman’s Mitch Reno says, ‘This goes beyond marketing.’

I have always felt that if I do not excite clients, I have less of a hold on them and the relationship than I should.

The coronavirus pandemic changed the game for everyone, but we’d be missing the beat if we didn’t take a minute and look at the opportunity for growth.

You can’t have a bunch of B, C, D or even F clients if you want it to be an A+ practice.

Finding ways to not just maintain revenues but increase them is becoming Job One for accounting practices large and small in the pandemic.