Client strategies

Growth and retention have no limits when employees love their work-life balance and find their clients’ businesses fascinating.

Expectations are usually bright and cheery. Results are the blunt reality.

It is critical for CPAs to help their clients see who they really are: integral members of the team, working tirelessly to help the business succeed.

If you own or partner in an accounting firm, what are the big issues you need to confront as you try to grow?

Understanding client expectations leads to a better experience.

Sometimes things need to be freshened up, renamed or dressed a little differently. That is what is happening somewhat in accounting.

Some recent virtual retreats for sole practitioners and for two- and three-partner firms yielded insights into how to improve practice management.

It’s time we apply the principles of customer, brand and product leadership to the accounting experiences we create and drive among our clients, practitioners and managers.

Ed Mendlowitz marks 400 consecutive weeks of practice management columns.

Instead of being just a CPA, be the coach your clients and team need to succeed.