Client strategies

CPA firms should look at their client base as if it were a bell curve.

What that means, and why it matters for CPAs.

If employees are a company’s greatest assets, then children are a person’s greatest treasure.

When you look at what separates the great firms from the average ones today, good decision-making stands out.

Your clients don’t care how much you need to earn to keep your business afloat; they care how much value they’re receiving.

When going back to basics, ask yourself what you would look for in a CPA if you were the client.

In today’s digital world, you can’t make an impact — or remain relevant — if your audience can’t find you.

By becoming a learning organization, your team can learn to solve their own problems and free you up to focus on clients and big-picture initiatives.

Many people switch firms because they believe they didn’t receive the appropriate care from their previous accountant.

Get back 10-plus hours of every week with this strategy.