Firm & Practice Management

How to Prove Value: Loyalty v. Satisfaction
 

How to Prove Value: Loyalty v. Satisfaction

Posted: May 15, 2019
Loyalty is going down. Satisfaction is ris­ing. It appears that fewer prospective clients are asking for referrals. They are accessing online resources more and more as they select CPAs. Leverage research and statistics and then go stake your claim.


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.

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?


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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