Client communications

‘De-commoditize’ yourself by filling the role technology can’t play.

The system uses artificial intelligence and predictive analytics to deliver the latest tax news and insights to affected clients.

Boxstorm Ultimate now supports Shopify and Shippo, and Zoho Books offers VAT filing and simplified MTD compliance

Identify the windows of opportunity within each purchasing cycle.

How much do you really know about clients' satisfaction with your firm and its services?

Treat all your clients with the same respect.

Take back your reputation.

When was the last time you called a client just to find out what's new or different?

Your clients will never be satisfied, and that’s a good thing.

Understanding how people make their choices can be a powerful tool for accountants, and ADP vice president and chief economist Jordan Birnbaum shares how.

Periodically, every farmer will go around and pluck the low-hanging fruit so that it doesn't spoil. Well, the same principle applies to effective professional service marketers.

Since professional services are intangible, the prospect is most likely probing for assurance to offset their natural skepticism.

While successful tax professionals find themselves with a surplus of business from January to April, the months of May to December are way too light.

From a CPA’s perspective, the thing your clients value most is not a spreadsheet, financial statement or tax return; it’s the clarity you give them that helps them make better financial decisions.

When choosing a mid-market CPA firm, many clients pay more attention to the ability to “connect” with the client service partner and staff than to the quality of the work performed.

Being available is essential for maintaining and strengthening relationships with clients…and everyone else you interact with professionally.

Marketing success, or success in any endeavor, does not just appear. It needs deliberate planning and execution.

One thing I am good at is leveraging something I did.

Art Kuesel on how opening up with clients and other professionals can bolster a professional relationship.