client service

new client opportunities with mobile apps

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sandi smith leyva
sandi smith leyva

the top apps accountants need to know

by sandi smith leyva

mobile accounting has definitely arrived. a great first question to ask clients who are asking for mobile accounting is to just double-check to see if they have already downloaded their bank apps. if not, that may be something you can help them get set up.

but don’t just think about the core accounting system. get them hooked up with their bank, credit card accounts, paypal, payroll, and any other peripheral support that has an app, like timesheets, field services, and project management. when you do, they will be ecstatic at your resourcefulness and you will be their latest mobile genius.

there are some great new apps that extend core accounting systems’ functionality into our mobile devices. let’s take a look at a few of them for accountants, from quickbooks to adp and a host of new applications: read more →

the client service team in action

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by bruce w. marcus professional services marketing 3.0 while some firms have explored the idea of client service groups, and leading thinkers like patrick mckenna have been training firms in the concept for several years, few firms have developed the … continued

nine value-adds to command a higher fee

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by sandi smith, cpa
accountant’s accelerator

want to charge more for your services?

one way is to offer clients more value. your fees and your value to the client should go hand in hand.

sandi smith

more for soloists and small firms: accountants, do you know your opportunity number? • five ideas to reduce client price-sensitivity • rise to the top with a fresh elevator speech • four ways to practice entrepreneurial perseverance • 5 mistakes to avoid when seeking new clients • the top 12 business card blunders accountants make • seven tips to keep the clients you have • how to attract clients like a magnet • eleven easy ways to deliver more value to clients •

here are nine ideas to increase your value to your clients:

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terrible service and failure of management

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this time, i have a question for you. but i’ll start with a story.

last sunday evening my wife and i went into a reasonably upscale restaurant and we had terrible service from everyone we interacted with.

when we were seated, the table wobbled and we asked if they could do something or move us to another table. ten minutes later someone showed up with a wad of napkins that made it worse. five minutes later they asked if we were okay, and put us at another table. ten minutes after that they took our order, but we asked for some drinks right away, which we only got after we complained to the manager. read more →

11 ways to make sure clients know you care during tax season

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including six situations that demand you call the client immediately.

by ed mendlowitz
tax season opportunity guide

ed mendlowitz
ed mendlowitz

occasionally accountants lose touch with their clients, especially during tax season. part of this is because of the crush of work, which is compressed into a pretty short period.

we sometimes lose sight that we are working on something the clients consider one of the most important things in their lives at that moment.  clients are not numbers on a list that needs to be reduced – they are all individuals and consider themselves very important people and want professionals that treat them accordingly.

it is attitudinal, and accountants must adopt that mindset and transmit that through to their culture.

following are a few things you can do, and should do.  not only does doing these things communicate your culture, but they are all good business: read more →

clients’ calls at home

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are there no limits to availability? here at 卡塔尔世界杯常规比赛时间, ed mendlowitz answers some of the toughest questions practitioners can throw at him. he’s the right one to ask. after more than 40 years in the business – building his … continued

five things accountants take for granted that costs them real money

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what we know that clients don’t even know they need.

by sandi leyva

i’m pretty sure that i am not the only accountant who has made the following mistakes with clients. here are a couple of ideas to help us remember what we know that the client doesn’t and why it costs us when we forget.

more sandi leyva: what’s in your new client funnel?  |  what’s in your welcome kit for new prospects?  |  five fun and easy ways to wow your clients   |  six ways to give yourself a raise   |  strategies to stop losing business to competitors  |  five tips to manage your ‘overwhelm’ level  |  easy ideas for a quick business boost  |  four new mega-trend marketing strategies |  how to stop leaving money on the table

1. clients do not know how to evaluate our technical skills.

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