Client communications

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.

When choosing a mid-market CPA firm, many clients pay more attention to the ability to “connect” with the client service partner and staff than to the quality of the work performed.

Being available is essential for maintaining and strengthening relationships with clients…and everyone else you interact with professionally.

Marketing success, or success in any endeavor, does not just appear. It needs deliberate planning and execution.

One thing I am good at is leveraging something I did.

Art Kuesel on how opening up with clients and other professionals can bolster a professional relationship.

When a client engages me for any type of service, there are specific descriptions of what we will do and the goal or end result of the services.

No one cares how smart you are; they just want you to help them make better financial decisions.

There are lots of potential missteps that can trip you up along the road to making your firm more visible to the right prospects.