Client retention

Your clients hold the insight into where you should be investing, shoring up or expanding offerings.

Whether you are the lowest-level employee or highest-level CPA firm owner or partner, your job is to provide services for the person hiring or engaging you.

Your clients have options, and the experience you offer can make and keep you the clear choice.

Impress upon your clients the importance of engaging you to perform an array of services for them.

There is a tendency to keep the clients we have, whether they are overgrown or not, or whether or not they still fit.

What accounting firms can learn from Chick-fil-A and Maya Angelou.

A healthy succession plan achieves three main objectives: continuity through client retention, client growth and fair financial treatment of all parties.

Acquirers are very selective because so many firms are looking for a deal.

Many services can be marketed to new clients as well as to existing clients. Once you begin adding services to your clients, more develop.

Clients will want to use you when you become their trusted advisor and they think of calling you before they do anything that might impact their business, financial security or growth.

Often enough, creating capacity isn't about hiring people.

Accounting firm leaders need to take the lead in welcoming new clients.

How many of the three As would your clients say you possess?

Delaying a payment or not paying an invoice are ways for a client to give voice to a problem with your services without causing an immediate confrontation.

Any business that lets past due accounts receivable accumulate is not being managed well.

Your competitors of the future are probably not who you think they are.

Don't underestimate the power of sending something that's tangible in this digital age — something that someone can hold and touch.

It's time to put the cat in the cage.