AssociationReview - Stories tagged with clients
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Your key to success: Help others succeed

posted by BillSheridanBillSheridan 44 days, 8 hours, 21 minutes ago
Tuesday, January 26, 2010 4:18:12 PM GMT
So many businesses have looked inward for solutions to their economic woes lately. Isn't it possible, though, that the answer lies not in cutting back on what we do but in helping our clients expand on what they do? (more)
category: Leadership | clicked: 0 | comment | | source: www.cpasuccess.com
tags: accounting, business, clients, CPA, CPAs, customers, development, economy, finance, help, MACPA, service, support
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Seven reasons clients leave their CPAs

posted by BillSheridanBillSheridan 59 days, 7 hours, 45 minutes ago
Monday, January 11, 2010 4:54:30 PM GMT
There may be 50 ways to leave your lover (according to Paul Simon), but only seven reasons clients leave their CPAs. (more)
category: Finance | clicked: 0 | comment | | source: www.cpasuccess.com
tags: accounting, clients, CPA, customer care, Firm of the Future, Learning, MACPA, practice development, relationships, retention, Ron Baker
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The key to recovery? Make 'em laugh

posted by BillSheridanBillSheridan 132 days, 2 hours, 40 minutes ago
Friday, October 30, 2009 9:58:51 PM GMT
When we give something of value and get something of value in return, that's gold. That goes way beyond mere commerce. That, in fact, is how trusted relationships are built. So why haven't more companies battled the recession that way? (more)
category: Leadership | clicked: 0 | comment | | source: www.cpasuccess.com
tags: accounting, clients, CPA, CPAs, customers, economy, finance, Halloween, MACPA, recovery, service
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Three keys to client retention: Ask, listen, serve

posted by BillSheridanBillSheridan 153 days, 6 hours, 51 minutes ago
Friday, October 09, 2009 5:48:10 PM GMT
Firms seem to have scaled back their business development efforts and concentrated instead on keeping the business they have. The question is, how do firms do about that? How can firms increase the odds that their most valuable clients will stick out the recession and stay loyal to them? (more)
category: Leadership | clicked: 0 | comment | | source: www.cpasuccess.com
tags: accounting, attention, business, client retention, clients, CPA, CPAs, finance, firms, loyalty, MACPA, recession, service
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Think you know your clients? Think again

published 266 days, 9 hours, 35 minutes ago posted by BillSheridanBillSheridan 272 days, 8 hours, 54 minutes ago
Thursday, June 18, 2009 3:04:22 PM GMT Friday, June 12, 2009 3:44:57 PM GMT
We all like to think that we know what our clients want, that we're providing real value that will improve their lives. According to Mike Schultz, though, reality paints a very different picture. (more)
category: Leadership | clicked: 0 | comment | | source: www.cpasuccess.com
tags: accounting, buying, clients, CPA, CPAs, finance, MACPA, marketing, MDBizExpo, professional services, selling, strategy