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.
By helping you track employee work hours and client profitability, time and billing software solutions will empower you to build the firm of your dreams. Whatever your time and billing tool need is, you’ll find the right fit for your firm on this list.
Badger CPA uses Financial Cents to get the data they need to set budgets for their team, hold everyone accountable to those budgets, and make sure deadlines are met. Here’s how.
In this value-packed episode of Firm Founders Live, Geraldine Carter breaks down the how of working less and earning more as an accountant.
In this chat, Rory Henry shares how you can include wealth management solutions in your offerings to attract HNIs. He also talks about why you need to move from a transactional to a relationship mindset when dealing with high-value clients.
In this chat, Richard Roppa-Roberts discusses questions you need to ask yourself and prospects to help you identify ideal clients (and clients you should never take on).
In this chat, Loren Fogleman shares the exact steps she uses to guide her clients so you too can increase your rates without losing clients. Learn how to bundle your services, increase your rates, and effectively communicate price increases to your clients.
Learn how Jonathan Burns used Financial Cents to make his firm more profitable.
