Firm & Practice Management

 How to Select the Right Clients (and Keep Them)
 

How to Select the Right Clients (and Keep Them)

Posted: October 11, 2016
Client risk management is the foundation for client success. It is what ensures that you’re selecting clients who are a good strategic fit for your business and sets the groundwork for long-term client satisfaction, giving you a healthy and lucrative client portfolio.


How to Handle Problem Clients
 

How to Handle Problem Clients

Posted: September 26, 2016
Learn how to recognize the warning signs of problematic clients who may be candidates for disengagement.

7 Ways Newsletter Marketing Still Works for Professional Services Providers
 

7 Ways Newsletter Marketing Still Works for Professional Services Providers

Posted: September 23, 2016
Marketing rules and tactics for providers of professional services (such as accountants, attorneys, physicians, and dentists) are often different from those for product and service marketers. Here are seven ways and reasons newsletters―when executed properly―work exceptionally well for services professionals, even today.

 Sell What Clients Want: Peace of Mind
 

Sell What Clients Want: Peace of Mind

Posted: September 19, 2016
Over the past year, I have been building a small practice based in California. In doing so, I have purposely strayed away from selling tax return or financial statement services, while moving toward selling financial “peace of mind.”


Converting Prospects to Wins: Getting a Home Run
 

Converting Prospects to Wins: Getting a Home Run

Posted: September 15, 2016
Turning a prospect into a client is like hitting a home run. Hopefully, after you read this article, not only will you get the at-bats but you will hit the ball out of the park.


5 Tips and Tools for Accounting Firm Email Marketing
 

5 Tips and Tools for Accounting Firm Email Marketing

Posted: July 27, 2016
One of the most chronic complaints of clients that leave their CPA to find another is their former CPA’s lack of communication. So if there is a tool that can both help you communicate more in a leveraged, time-saving way while also warming up prospects and shortening your sales cycle, would you use it?