Client strategies

Creating unique, clear and meaningful names for your offerings sets your firm apart from competitors and communicates value more effectively to clients.

Learn to be intellectually promiscuous.

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

Find out what the client needs and then figure out how to fill that need.

Now is a great time to look at three important operations within your firm: sales, onboarding and service.

Consider this "introduction" as a sales effort to make the advisory services' sale.

All too often, clients literally don't know what their accountants are talking about.

Too many accountants use these arguments to avoid charging clients what they should.

Planning is essential in any endeavor, especially in an accounting practice.

Cross-selling is the lifeblood of every professional services firm, but it's also the bane of accounting firm partners.