Accounting/Finance is now the sixth most popular industry for remote work with hybrid or fully virtual work options for CPAs, tax preparers, bookkeepers, and auditors. All types of companies from small firms to staffing agencies to big four accounting firms are re-evaluating their working models to accommodate this new type of work.
Client retention is essential to keeping your clients happy, which enables your firm to continue to grow. This allows you to retain clients, increase profits, and expand business through referrals. Simply put, it pays to focus your time and resources on client retention if you want to build a sustainable accounting practice.
Accounting/Finance is now the sixth most popular industry for remote work with hybrid or fully virtual work options for CPAs, tax preparers, bookkeepers, and auditors. All types of companies from small firms to staffing agencies to big four accounting firms are re-evaluating their working models to accommodate this new type
Client retention is essential to keeping your clients happy, which enables your firm to continue to grow. This allows you to retain clients, increase profits, and expand business through referrals. Simply put, it pays to focus your time and resources on client retention if you want to build a sustainable
Every time you get a new client, remember they have just chosen you over several other firms.
It’s exciting and may preoccupy you with meeting their deliverables that you forget to effectively transition them from being your leads to your clients.
It may not seem so much, but the transition period presents
In this article, Practice Ignition’s Joshua Lance shares how to create proposals that not only increase sales, but that sell the right type of services to the right clients, at the right time.
If the accounting industry is changing fast, firms must evolve their processes to remain relevant to their client’s future needs. Here are ways to position your firm for the future of accounting.
If you are overworking (repeated late hours) or overwhelmed with chasing down clients for documents to meet IRS deadlines, you need a tax management tool. It will help you automate those tasks and free up time to meet tax deadlines. Read on to select the best for your tax needs.
Congratulations, you just won a new client! What’s next? You need to impress them throughout the onboarding process so they stick with you for the long haul.
