developing excellence in client service requires a change in organizational culture. and culture change is very difficult. as valuable as a brainstorming session might be in shaking loose new ideas, kevin phillips, director of consulting services at prohorizons network inc. … continued
take this quick, 10-question quiz to find out. do you seek out opportunities to learn new things that will help your clients overcome their most difficult challenges? selling value-creation advisory services is truly a slam dunk with most modern business … continued
demographics shifts aren’t just about staffing. clients are changing too. when it comes to bridging the generation gap, most accounting firms focus on what it means for their staff and their own firms. but there’s another dimension to the demographic … continued
four ways to prove you’re serious about customer satisfaction. by steve erickson www.steveericksonllc.com most partners in cpa firms tell me that client service is one of their primary concerns as work is often delivered at the 11th hour before a … continued
you know the type.
they’re the clients that keep you awake at night, bother you on weekends, and drive your staff crazy. they’re the clients you’d rather you didn’t have. wouldn’t it be great to dump them and make them some other accountant’s problem?
but how do you spot a problem client before they swell into a catastrophe? arvid mostad, president of mostad & christensen, a supplier of marketing materials to accounting firms, outlines 15 habits of bad clients: read more →
don’t wait until the end of the year to find out how well you are serving clients.
by august aquila
you can ask clients at the end of the year about how well you met their expectations, but that does not give you any time to change your current modus operandi before year-end.
a better way is to have leading measures that tell you how you are doing during the course of the year.
let’s look at eight. read more →
helping a retailer client by looking beyond accounting. [editor’s note: we’ve been asking accountants what “client-centric” means to them. here’s one of the many pithy answers we’re getting. send yours to editor@www.g005e.com, or use comments.] by june ball, cpa owner, … continued
what big firms can learn from sole practitioners and small firms. “the best independent practitioners have a singular focus on helping their clients achieve their goals,” according to andrew sobel, author of the exemplary “all for one: ten strategies for … continued