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Some clients simply won't align with your strategy, while others haven't been the easiest to deal with in a smaller role.
January 5Thomson Reuters Tax & Accounting Professionals -
Public accounting is a profession, but it is also a business, and as such we need to keep the bottom line in mind.
December 19 -
Just like the ballet, every interaction with a client is a performance.
December 16L&H CPAs and Advisors -
Every single person at your firm has an opportunity to change the experience your client is having with your organization.
November 10L&H CPAs and Advisors -
As an accounting firm, you have many opportunities throughout the day to build trust with your clients.
November 2L&H CPAs and Advisors -
Putting the firm logo on clothes, bags, blankets and just about anything else makes a great giveaway that has long-term value.
November 1 -
When a practice is acquired, three major attributes make a difference in client retention.
September 19WithumSmith+Brown PC CPAs -
Focusing on the right key performance indicators enables a business to home in on the metrics that benefit it the most.
July 12 -
Two professionals from Andrea & Orendorff in Kenosha, Wisconsin share their perspectives on how to realign your client base to prepare for succession.
June 3 -
When it comes to the frequency of client communication, there’s no magic formula.
May 19L&H CPAs and Advisors