Firm & Practice Management
Posted: June 8, 2016
Regardless of the size of your company, you need to put social media to work for you. Here are things you should consider when enlisting the help of a social media expert.
Posted: May 17, 2016
Clients are the backbone of our business — without them CPA firms wouldn't succeed. So how do you make sure you communicate effectively with them, and skillfully sustain and grow the client relationship?
Posted: November 23, 2015
We think our clients love us, but sometimes they leave. Where did we go wrong? Here are 10 myths about losing clients.
Posted: October 16, 2015
When you embark on a client acquisition strategy for your firm, you often spend time and money and get minimal results. What makes a strategy effective? Here are five tips.
Posted: September 24, 2015
Marketing a tax practice is vastly different than doing so for any other kind of business. Here are six key tips to promoting your tax practice in the most effective way, without necessarily spending on ads or technology.
Posted: September 14, 2015
When you provide a service and expect people to pay you, it’s reasonable to expect they will ask, "What am I getting for my money?" In most professions, establishing your worth is the value proposition. How do you provide value?
Posted: August 18, 2015
They say that breaking up is hard to do, but it’s part of life. If done properly, disengaging from a client can have a positive effect on both the firm and the client.
Posted: July 6, 2015
An outside-in approach to service starts with the clients’ true needs and addresses their problems by seeking creative, integrated solutions via in-house capabilities combined with those they need to acquire.