How Do Business Owners Define Success?
If you ask your clients, you might be surprised. How do accountants define success? Join the survey, get the results. Accountants often define success in terms of revenue, net income, or maybe client...
View ArticleCelebrate Your Clients: See What Happens Next
Mark Stevens advises: Instead of saying 'thank you,' show customers some real appreciation by giving them your time. My firm's best and most productive business relationships are born when a client...
View Article43 Steps to Gold-Plated Client Service
Never lose a client again. How do you dazzle a client these days? Add your ideas in Comments With client retention replacing the staffing shortage as the most troublesome issue facing CPA firms, it may...
View ArticleTax Prep Clients: Chain Stores and Web Services #FAIL
Tax filers who paid an accountant or CPA to prepare their returns register the highest satisfaction with their method of preparation. Some 75 percent state that they were “very satisfied” in working...
View Article11 Clues Your Clients Are Losers
SevenKeys CPA research shows that the best firms are three times more likely than laggards to fire clients. via AccountingWEB Firing clients is an effective way to manage growth and profitability....
View ArticleHow to Measure Client Satisfaction
Any system will do. But you need a system... The post How to Measure Client Satisfaction appeared first on CPA Trendlines.
View ArticleComplaining Client? No Wonder!
"I have had a client for 12 years and until recently he has been a pleasure..." The post Complaining Client? No Wonder! appeared first on CPA Trendlines.
View ArticleSURVEY RESULTS: Are CPAs Just Guessing about Client Satisfaction?
Many CPA firms are surprisingly casual about how they acquire new clients or about how to keep them happy. As part of our “Seven Keys to Successful CPA Firm Management” program, we’ve been surveying...
View ArticleNEW STUDY LAUNCHED: THE CPA/CLIENT CONNECTION
Service, Satisfaction and Expectations CPA Trendlines Research by Bay Street Group LLC Get the answers from hundreds of other CPAs and firms on: How firms track client satisfaction Measuring how...
View ArticleThe Wow Factor – The best CPA advisors already know the secret
Never underestimate the role that client service plays in your business, says John Bowen Jr. Strong client loyalty also creates more assets for financial advisors. Consider the fact that over a...
View ArticleWhat to Do with the Client from Hell
CPAs share their war stories and their winning strategies. by Rick Telberg/At Large Almost every accountant has a story of a client who is more than just a little difficult, which we reported a couple...
View ArticleAccountants Lead Professions in Client Satisfaction
52% of accounting firm clients say they’re “very satisfied.” That’s markedly better than lawyers, consultants or the rest of the professional services industries studied by Wellesley Hills Group, a...
View ArticleWhy CPAs Twitter
Learn what CPAs are doing online: Join the survey; get the answers. By Rick Telberg While many CPAs are still getting used to the idea of blogs and instant messaging, many others are rushing to deploy...
View ArticleNEW WEBINARS: Marketing and Client Satisfaction
Take a Deep Dive into the Latest Research on “The Seven Keys to Success in CPA Firm Management.” Because you’re a CPA Trendlines reader, I thought you’d like to know about two upcoming marketing and...
View ArticleWhat’s the ‘Secret Sauce’ for CPA Success?
With client retention the top issue for firms, we go looking for answers. by Rick Telberg At Large If you want some real answers for how to avoid losing clients, just start asking CPAs how they’ve...
View ArticleNetworking Tips: 21 Ways to Be More Memorable
Accountants are not necessarily known for their outgoing personalities. So, many CPA firms have been launching soft skills training to help their professionals meet people, network better, and,...
View ArticleClient Service Ideas? It’s in the Doing.
Hoisted from Comments: Edi Osborne, Kevin Phillips. Four Tough Client Service Problems: And dozens of possible solutions from staffers… …is getting a lot of buzz. But some of the best has come from...
View ArticleFive Questions to Ask Clients Today
Make checking a client’s pulse part of your everyday habit. Busy season may be hectic and the hours may be long, but if you’re not making time to get to know your clients better, then you’re missing an...
View ArticleSURVEY RESULTS: Are CPAs Just Guessing about Client Satisfaction?
Many CPA firms are surprisingly casual about how they acquire new clients or about how to keep them happy. As part of our “Seven Keys to Successful CPA Firm Management” program, we’ve been surveying...
View ArticleNEW STUDY LAUNCHED: THE CPA/CLIENT CONNECTION
Service, Satisfaction and Expectations CPA Trendlines Research by Bay Street Group LLC Get the answers from hundreds of other CPAs and firms on: How firms track client satisfaction Measuring how...
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