client service opportunities

it might not be too late to keep something going.

by ed mendlowitz
202 questions and answers: managing an accounting practice

question: i just suddenly lost my biggest client. they said they outgrew me. what could i have done to keep them?

more: what to do when a partner becomes disabled | do as little as possible | don’t blame the client for your location | who to hire when it’s time to grow | the top tip for reviewing tax returns | you can’t win with lowballing | yes, you have to share work papers | should you merge? here’s how to chart your path | hold staff accountable if you want them to listen to you | how to raise your rates | higher fees to start: ten ways to make your tax season better
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response: maybe nothing. and at this point it may not matter, but there are some things you can do to maybe get them back in the future and stop it from happening with another client.

losing any client is not pleasant, and losing a large client hurts. and when it is sudden it hurts even more.
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business owners name three top challenges.

by 卡塔尔世界杯常规比赛时间 research

small, private businesses are the bedrock of the american economy.

• there are more than 33 million of them in the country.
• they constitute 99.9 percent of american businesses.
• they employ over 60 million people.

more: salary guides for accountants vary widely: whom do you believe? | are you earning what you deserve? | the slow, painful death of the 150-hour rule | partner comp earnings gap: what’s the right spread? | main street accountants see turbulence ahead for small business | partners: your middle managers are getting squeezed | the joys of firing bad clients | gear up for growth | how future-proof is the accounting profession? | accounting influencers | in-person conferences still essential | accounting arc | risky business: the art and science of startup company valuation | innovation through wellness: you can’t grow without a “well” firm
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• they account for over 62 percent of net jobs created since 1995.
• they generate a third of export value.
• they are a bountiful source of innovation.

they also make up the majority of the clientele of cpa firms, most of which are themselves small, private businesses. but a small, private business isn’t just another client. each is a bundle of opportunity. they all need more than tax preparation. they need advice. they need planning. they need governance. they need experience. sometimes they even need a little family therapy.

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