Client communications

How much do you really know about clients' satisfaction with your firm and its services?

Treat all your clients with the same respect.

Take back your reputation.

When was the last time you called a client just to find out what's new or different?

Your clients will never be satisfied, and that’s a good thing.

Understanding how people make their choices can be a powerful tool for accountants, and ADP vice president and chief economist Jordan Birnbaum shares how.

Periodically, every farmer will go around and pluck the low-hanging fruit so that it doesn't spoil. Well, the same principle applies to effective professional service marketers.

Since professional services are intangible, the prospect is most likely probing for assurance to offset their natural skepticism.

While successful tax professionals find themselves with a surplus of business from January to April, the months of May to December are way too light.

From a CPA’s perspective, the thing your clients value most is not a spreadsheet, financial statement or tax return; it’s the clarity you give them that helps them make better financial decisions.