Client communications

If you’re like most people, once your firm’s website was in place, you went about your business without giving it another thought outside of telling prospective clients to “check out our site.”

We can get face-to-face with others, no matter where they are in the world, and deepen our relationships in a way not possible before.

Whether you suffer from a mild case of the jitters or experience anxiety so paralyzing it prevents you from taking to a podium, you’re not alone.

Numbers will numb an audience, while stories will engage them deeply.

Don't be a one-trick pony.

Use tax season to identify those who need your help after April 15.

Four words can make all the difference.

This business development tactic not only delivers, it dazzles, according to Gale Crosley.

Satisfaction isn't enough to keep your clients coming back.

During this stressful, deadline-driven season it’s especially important to remember to focus on client service.

Too often professional services firms put time and money into a marketing plan and then fail to follow up on their efforts.

No matter the size of the firm, there are going to be some tough decisions to make along the way.

There are many ways of keeping in touch with clients in a regular and unobtrusive manner.

The “organizer” is no longer something that most clients will actually fill out and stuff, staple and paperclip.

Everything you should do vs. what you can do vs. what you want to do vs. what you will do.

There’s a reason why 20 percent of surfers catch 80 percent of the waves.

You may bring 10 years of accounting experience from a great firm, but that doesn’t mean you’ll have a full roster of clients on day one.

Traditional approaches to marketing and lead generation are becoming less and less effective for accountants. Build trust first.

Communicate and carry yourself in a manner that boosts perception with clients and stakeholders.