Client strategies

Recently, I’ve received some calls from partners seeking some guidance about growing their practices.

In a smaller firm, should the owner of the firm be the "rainmaker?"

These 12 steps should help firms capture more 'diamonds.'

‘De-commoditize’ yourself by filling the role technology can’t play.

Specialization, curation, and intelligent workflow will make for a better practice — not trying to meet every client’s every need.

Behavioral retargeting may help increase conversions among potential clients.

It never ceases to amaze me how lax many small and midsized CPA firms are when it comes to managing their work-in-process and accounts receivable and optimizing their cash flows.

Identify the windows of opportunity within each purchasing cycle.

Creating your perfect competitor makes you a better, more focused firm.

Whether you’re at a Big Four firm, a regional firm or a sole practitioner, you have the potential to be a rainmaker.

Protecting yourself can help you protect your clients in financial planning.

More and more consumers today are looking for one firm to manage both their tax and financial planning, which is why a growing number of CPAs are bringing financial advice in-house.

How much do you really know about clients' satisfaction with your firm and its services?

Treat all your clients with the same respect.

Boomer Consulting has joined forces with the Business Learning Institute, a strategic learning partner and talent management consultancy, to develop the Anticipatory Accelerator, a two-day workshop to help accounting firms identify client opportunities.

Take back your reputation.

When was the last time you called a client just to find out what's new or different?

Your clients will never be satisfied, and that’s a good thing.