Client strategies

Or do you just want to carp about the one that got away?

How would your firm's culture change if your best clients were always in the room?

A month ago I wrote that I “gave away consulting and coaching” services. However, that is not the whole story and because of the calls I got, here is some more of what I did and do.

It is significantly more expensive to attract a new client to an accounting firm than to invest in client retention.

Clients buy something they need or solutions to problems, not hours. Here is a situation that has actually occurred in a client’s legal matter.

An inside look at how one firm boosted its sales tax services with a new billing philosophy.

Tax pros differ over whether they want the taxpayer present for their process.

The future lies in becoming a product-management firm.

The cleanup goes on long after the storm has passed. Here’s how financial planners can provide advice for one of clients’ most expensive traumas.

A deeper into look at your firm's skills and services may reveal some surprises.

Just as no ship would sail without navigational tools, no successful professional services firm would attempt to grow their business without a solid sales and marketing strategy.

‘What were you thinking?’ tops the list.

Darren Root lays out a vision for staying ahead of the future.

As a follow-up to last week’s column on determining what to charge, this column will explain a way to determine your hourly rate should you decide to bill using that method.

Accounting professionals have the potential to become their clients' most trusted advisors. Here's how to achieve that trust.