Client strategies

Sometimes having a fresh set of eyes — a beginner’s mind — gives you a better perspective on tackling tough problems at your organization.

Hindsight is 20/20 and 2021 is finally here.

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.

Most people who set their inboxes to OOO don’t put much time into what they’re conveying to the outside. They should. And so should you.

Firms need to adapt their business development efforts to the reality of the pandemic.

With the many issues presented by 2020, it’s a great time for a deeper conversation with clients.

Writing a weekly column forces me to always be looking for ideas and has made me much more observant of what goes on in the public accounting profession as a whole and also within firms of all sizes.

Do you want to be a high-volume practice that does lots of repetitive work (like a dentist)? Or do you want to be a low-volume practice that solves complex cases and problems (like a surgeon)?

Have you ever brought what you felt was an incredible presentation to your client, only to be met with glassy eyes and half-hearted nods?

What exactly are bots and Botkeeper, and why is this of any interest to accountants?

Most CPAs I know don’t think of themselves as being on their clients’ advisory board, but they are.