service

five client retention tactics you can’t afford to ignore

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believe it or not, as “basic” as some client service procedures are to some, they are very unique to others.

cytron

that’s especially true with accountants who have been content for far too long to do business on the golf course or wait for the phone to ring with repeat or new business, according to scott cytron, who runs a marketing agency for accounting vendors.

let’s face facts, he says: in today’s business environment, those who wait for the phone to ring aren’t going to survive for the long haul.

according to scott, here are a few client retention strategies that should not be overlooked: read more →

the big mistake cpas make in client service

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how to find new success by shifting your firm’s focus from service-centric silos to client-centric goal-setting. by rick telberg most accounting firms believe they provide pretty good client service. and most of them are probably right. but there are other firms … continued

six ways to save a client today

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local accounting firm redefines “r&d” for client retention and business development. how to keep clients happy and build your business. by rick telberg at most companies, “r&d” means “research and development.” but at dugan & lopatka cpas in wheaton, ill., every … continued

irs clarifies code section 7216

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nsa says:  yes, you can talk to your own clients. via the national society of accountants as tax return preparers should be aware, code section 7216 establishes a criminal penalty if a preparer knowingly or recklessly discloses or uses any … continued