Client retention

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.