client service

listen, it could happen to you

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how to learn to anticipate client needs.

by rick telberg

not to sound too much like your mother or anything, but couldn’t you do a little better job at your job? couldn’t you do a little more to satisfy your clients?

more for 卡塔尔世界杯常规比赛时间 pro members on client service and retention:

go pro here

we think that’s a good question. so we’ve been asking and we’ve been looking for what cpas have to say about keeping clients satisfied.

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seven diagnostic tools that can build your business

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easy ways to connect with clients and find new ways to help.

by rick telberg

face it: clients don’t really care about taxes, accounting, auditing, financial reporting, comps, reviews, bank recs or all the other stock and trade you live by.

they do, however, expect you to care about that stuff – and to know it inside out. and you probably do. after all, that’s why they hired you – so they don’t need to worry about it. so what does every businessperson really want to talk about? that’s easy: making money. selling. closing on new business.

every businessperson cares about success. and, particularly if you’re working in your own practice, you can talk like a pro. you already know this old dictum from the late business guru ron zemke: you’d better be serving the customer or serving someone who is. so where do you start? glad you asked!

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the cloud won’t make you into a superhero

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edi osborne

and it won’t rescue the accounting business.

by edi osborne
mentor plus

“is it a bird? a plane?  no, it’s an accountant!”

we can all relate to the desire to be a superhero, to swoop down from the clouds in superman/woman-like fashion to rescue the damsel in distress. however, if the accounting profession is banking on mobile or cloud technology to make them a superhero in their client’s eyes, clients should not hold out much hope of being rescued.

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at sobel cpas, events and alliances lead the list of strategies for winning the war for clients

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sharing information to help clients (and prospects) succeed.

by sally glick
sobel & co. llc

 

sally glick

at our firm we continue to believe that the more value we add by sharing important and relevant information, the more new business we will generate (along with raising retention as well.)

we do this with a three-prong approach:

1. the first is to host over 26 niche-specific programs (seminar, webcasts, half day symposiums) annually;

2. we write industry-specific white papers on topics our clients tell us are meaningful to them, which we also coordinate with website content; and

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four reasons why getting new clients isn’t the answer

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getting new clients may be many firms’ chief concern these days.

but for most firms, there’s un-mined gold in their current clients.

the accounting business may not be the same in five years. today’s standard products and services are evolving quickly. how long, for instance, will simple 1040 tax prep last with the speed of data aggregation?

but if you still have the same clients, you will still have cash flows.

the bottom line:

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