Client strategies

A month ago I wrote that I “gave away consulting and coaching” services. However, that is not the whole story and because of the calls I got, here is some more of what I did and do.

It is significantly more expensive to attract a new client to an accounting firm than to invest in client retention.

Clients buy something they need or solutions to problems, not hours. Here is a situation that has actually occurred in a client’s legal matter.

An inside look at how one firm boosted its sales tax services with a new billing philosophy.

Tax pros differ over whether they want the taxpayer present for their process.

The future lies in becoming a product-management firm.

The cleanup goes on long after the storm has passed. Here’s how financial planners can provide advice for one of clients’ most expensive traumas.

A deeper into look at your firm's skills and services may reveal some surprises.