Practice Improvement

An Unanticipated Outcome of Case Studies and Testimonials

When working with accounting firms, I am a staunch advocate of creating and sharing case studies and testimonials. Using these tools plentifully on your website and other marketing efforts is a great way to help potential clients visualize themselves as actual clients, picture themselves gaining the benefits of working with your firm and better understand…

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Want to Keep Your Next Gen? FLEX!

Our 2016 Anytime, AnywhereTM Work Survey Will Show You How   We’re excited to present the results from the ConvergenceCoaching 2016 Anytime, AnywhereTM Work Survey, celebrating our third year studying public accounting firm flexible work initiatives. In this first blog in our series, we’ll share the highlights of this year’s survey with responses from 160…

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5 Reasons to Leverage & Delegate Client Contact

The word “succession” is used daily in our industry.  Whether discussing it strategically at an executive level and what it means for partners, reading it in an industry publication, or talking to rising leaders – the issues and conversations around succession are front and center in many firms.  And we need to have serious dialogue…

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Anytime, Anywhere Work™ Survey Says Measure Differently to Flex Time

In the recent IPA/ConvergenceCoaching Road to Retention survey, an astounding 60% of the over 723 young accounting professionals we surveyed said the element of work they least enjoy is the hours.  As firms continue to move towards a flexible work environment, one of the biggest challenges is around this “time” paradigm. For instance, while 97%…

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Improving the Client Experience

Caught in the busyness.  March and April are busy times in CPA firms.  We have multiple tax deadlines, calendar year-end audited financial statements are often due to clients and third parties, client meetings spike, phone calls and emails increase, and on and on.  It’s easy to get lost in this busyness and feel entitled to…

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Your Best Source for Content Ideas: Your Clients

Content marketing is a powerful tool and one that more and more firms are relying on to effectively communicate their work and differentiators. As it grows in popularity, we hear the same concern from a growing number of clients: How do we figure out what to say? Deciding on content to address is a crucial…

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5 Reasons to Leverage & Delegate Client Contact

The word “succession” is used daily in our industry.  Whether discussing it strategically at an executive level and what it means for partners, reading it in an industry publication, or talking to rising leaders – the issues and conversations around succession are front and center in many firms.  And we need to have serious dialogue…

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Referral Relationship Basics – and a Fresh Idea!

As firms seek to cultivate growth, referral sources continue to rank at the top of the list for developing new client opportunities. Referral relationships take time to mature and develop, and are built on a foundation of trust that we tend to protect like a parent protects their children. Because we hold referral relationships so…

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How Firms are Winning Through Client Service

CPA firms of all shapes and sizes are taking a long look at their client service process. And it’s no wonder, considering that client service is THE differentiator among CPA firms and is the lynchpin in client loyalty. CPA firms often rely on revenue numbers, realization and chargeable hours to determine how business is going.…

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Improving the Client Experience

Caught in the busyness.  March and April are busy times in CPA firms.  We have multiple tax deadlines, calendar year-end audited financial statements are often due to clients and third parties, client meetings spike, phone calls and emails increase, and on and on.  It’s easy to get lost in this busyness and feel entitled to…

Read More