don’t risk losing good employees for bad clients
keep the right kpis and the right clients, and you’ll keep the right staff.
by alan anderson, cpa
transforming audit for the future
new clients
it’s okay to say no to clients (even the large ones)
working with “smaller” clients can often be more rewarding – and profitable – than “big” clients.
by frank stitely
the relentless cpa
when clients prefer social media
how to use every new channel to create a new touchpoint to serve a client or attract a prospect, hire the best people, find new markets. by becky livingston social media for accountants in today’s world of cpa firms, marketing … continued
busy season 2015: when clients are the problem
top nine client management solutions.
next question: lessons learned.
join the survey; get the results
by 卡塔尔世界杯常规比赛时间 research
the 卡塔尔世界杯常规比赛时间 annual busy season barometer is uncovering some frank and candid talk about clients. yes, we love them. couldn’t live without them. most of the time. but, well, not always.
it’s not that they’re bad people. but let’s face it, they aren’t always sweating tax prep much in advance of april 1, they have no idea what new regulations are in effect this year and their advisories from their cpa are filed under “migraines that can wait.” plus, they truly believe their cpa is exclusively dedicated to their company and doesn’t really have much else to do but wait around for their phone call.
“no matter how proactive you try to be at scheduling and planning ahead, clients still delay providing information for their taxes,” bryan lantz says. “seems the irs, congress and the media are out to make our jobs even more compressed and stressful.” his solution: “keep communicating with clients to ensure that we can do the best we can at equalizing workflow during busy season.”
from their remarks, 卡塔尔世界杯常规比赛时间 draws at least nine lessons in smart client management.:
6 ways to know what you don’t know
by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor
question: occasionally i get a new client in an area i am unfamiliar with. how do i find out what i do not know?
response: this happens to everyone and probably more often than we expect. thankfully we will continue to get new business and getting clients in areas we are unfamiliar with enables us to grow.
more practice doctor q&a: 10 do’s and don’ts for making small business clients happy | client’s difficult daughter balks at bill | 6 simple steps to impress a prospect | 10 (nearly) painless ways to keep up to date with technology | when a staffer stops listening | 10 ways to get new 1040 clients | making meetings more productive | tax return reviewer ticking and tying
here is what i suggest: read more →
survey finds small business bullish on 2015
51% plan new hiring now and into next year. for 2015, 81 percent percent of small businesses forecast a revenue increase, with 21 percent expecting to grow more than 100 percent, according to a new xero survey. the study also shows that … continued
6 simple steps to impress a prospect
how to walk in with head start.
by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor
question: how do you make a presentation to get a new client when you do not know everything you should about the client’s business?
response: no one can know everything about everything. smaller firms have a harder time but they can reach out to others in their firm, or even partners in similar firms who have the knowledge to assist in the proposal, or friends in larger firms.
here are six simple steps to learn as much as you can about a prospect and their industry. read more →
5 areas to improve client acquisition success
don’t bother with #5 if you don’t do #1, #2, #3 and #4 first.
by sandi smith leyva
the accountant’s accelerator
if getting new clients is a bit of a struggle for your business and you’re not reaching the revenue levels you desire due to too few clients, then the first step is to find out where the process is breaking down.
there are five main places: read more →
managing risk in client relations
wishful thinking? by bruce w. marcus professional services marketing 3.0 卡塔尔世界杯常规比赛时间 research has uncovered the startling fact of the wide disparity between how accounting firm management perceives their own performance and how their clients see their performance. (join the … continued
some clients just aren’t worth the ‘mishegoss’
by ed mendlowitz
question: i have a client i really don’t like and want to drop, but i hesitate because of the long relationship i’ve had with her, and also i don’t want to lose the income. what should i do?
response: i’ve addressed this before, but i am taking a different approach this time.
dropping clients is never easy and i don’t think should be done lightly. however, there are some instances when it needs to be done. this particular client i was called about is extremely obnoxious. not the normal grade of obnoxious, but far more so.
in fact it was one of the rare clients that i dropped. the call was from the accountant who had the client since then. i had the client six years. she’s had the client eight years – so she is much more patient than i am.
when she told the client she was dropping her, the client started to cry and beg her not to, so she changed her mind. now she wants me to tell her what to do. for beginners, i have dropped very few clients. this client was one of the nastiest people i’ve ever dealt with. she was also very nasty to her husband, treating him like s – – t, and he has since passed on.
what shopping habits reveal about accounting clients
the four flavors of new clients.
by hitendra patil
pransform inc.
tax season is over and you made it through the home stretch, significantly tired but scraped through! now is the time to rethink your business model on the new learning from tax season and to restart looking for new clients. you don’t want to create more “c clients” that suck the energy, time and profits like a vortex.
not sure how to estimate the value of your prospects? you may want to learn their shopping habits. read more →
six tips for communicating with non-accountants
checklist to assist financial professionals…
when a happy client isn’t enough
4 essential habits for building client trust. by bruce w. marcus in the firm with a strong marketing culture, getting the client is only half the battle. the other half is keeping the client. it’s done with more than just … continued