Firm & Practice Management

Cross Selling: How to Mine Current Clients for More Services
 

Cross Selling: How to Mine Current Clients for More Services

Posted: April 5, 2019
CPAs must transition from generic accounting and compliance services to advisory services in order to stay relevant. Cross-selling and offering additional services to current clients is key — not only to bolster the firm’s bottom line but to ensure a proper transition of the practice into the future.

Engagement Review Tool
 

Engagement Review Tool

Posted: April 2, 2019
As you're wrapping up engagements, take some time to get feedback from your clients.

3 Ways to Create a Great Client Experience
 

3 Ways to Create a Great Client Experience

Posted: April 1, 2019
A well-executed client experience strategy can help increase client satisfaction, reduce client turnover and drive increased revenues. So how can you create the right client experience for your firm?

Talking to Clients About Tax Extensions
 

Talking to Clients About Tax Extensions

Posted: March 19, 2019
Because of tax reform, more people than usual may face tax extensions this year. That means that CPAs will likely be talking to clients who have had little or no exposure to these kinds of filings.


On the Cheap: Tax Pros Share Low-Cost Marketing Ideas
 

On the Cheap: Tax Pros Share Low-Cost Marketing Ideas

Posted: February 1, 2019
Getting the word out (and the clients in) during tax season remains the holy grail for preparers. But how to market without busting the budget? Here are some tried-and-true ideas from preparers and industry experts.

The Benefits of Outsourcing Your Firm’s Marketing
 

The Benefits of Outsourcing Your Firm’s Marketing

Posted: January 25, 2019
If you would like to streamline your organization and focus on what you do best, then consider outsourcing your marketing to the experts. Here are seven benefits to be gained.

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