Client strategies

When I hear a partner at a midsized CPA firm say, “my client” or “my book of business,” the hair on the back of my neck stands up.

Are you really stuck on a problem or just procrastinating about a hard decision? When it comes to confusion, the most obvious answer is usually the right answer. Try this simple exercise for breaking through confusion.

How LBMC successfully transformed its relations with its clients.

I have been in my own practice a long time and figured out early on that if I never lost a client, I would do pretty well.

A new year offers a chance for a new start with clients.

The world of accounting can be a harsh environment. How do you stand out in a crowded field?

Don’t underestimate the power of your network.

Learn one new thing that you can use to provide a value-laden benefit to your clients.

To get more business, accountants need to invest more in the time they spend face to face with prospective clients.

Researching new business prospects before picking up the phone or sending an email will help you determine whether they are a good fit for your accounting firm’s services.