Posts Tagged ‘Client Satisfaction’
Securing Client Loyalty in Uncertain Times
The 2020 coronavirus pandemic has created a lot of uncertainty. In addition to our daily routines being thrown into disorder, the accounting profession is uniquely affected in so many ways. Deadlines are shifting. Rules are changing. Even that which seemed straightforward is open to interpretation (like payroll costs!). There is comfort and security in routine,…
Read MoreBe the Firm You Want to Be.
Every organization is perfectly designed to produce the results it’s producing. If you want a different result – you must change something. The originator of this phrase is debatable. Its premise is not. The business case for change is that firms that continue to do things as they always have always at some point…
Read More5 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…
Read MoreRefresh and Repeat
It’s a new day. I love the optimism associated with that. Just like the document where I have begun typing, it is blank, clean, bright and full of optimism and potential. Only we rarely approach each day with this type of optimism. We reserve it for New Year’s Day, new jobs, new beginnings. We almost…
Read MoreHow 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.…
Read MoreImproving 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 MoreFind Out What It’s Like to Be Your Client
Ever wonder what it’s really like to be a client working with your firm? That’s important information and try as you might, you’re simply not going to find out by looking at your own experience or that of your staff. The solution is simple: engage professional help to conduct client interviews that will give you…
Read MoreSurvey says… Using survey results to improve your business
Can you name the top two key factors to an accounting firm’s success? If you said Employee Satisfaction and Client Satisfaction, then you are exactly right. You have probably thought about it, some of you may have even tried to conduct a survey before, so why the hesitation and procrastination? The topic of surveying comes…
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