four reasons why getting new clients isn’t the answer

getting new clients may be many firms’ chief concern these days.

but for most firms, there’s un-mined gold in their current clients.

the accounting business may not be the same in five years. today’s standard products and services are evolving quickly. how long, for instance, will simple 1040 tax prep last with the speed of data aggregation?

but if you still have the same clients, you will still have cash flows.

the bottom line:

  1. read more →

four more years: clients delay retirement

“boomers have been scarred.”

half of baby boomer clients who have postponed retirement due to the economic downturn expect to work at least four years longer than they originally planned, according to cpa financial planners.

fifty-two percent of cpa financial planners said their clients – who typically have between $500,000 and $5 million in assets – are at least somewhat confident in the stock market now — a turnaround from a year ago when 54 percent said their clients were not very confident.

more highlights:

  • 48 percent of cpa financial planners said their typical client is somewhat or very pessimistic about the u.s. economy amid gaping budget deficits and high unemployment.
  • 51 percent of cpa financial planners said at least one client was turned down for a mortgage or refinance in the past year. the most common reasons: lower home values and higher underwriting standards.
  • 44 percent of cpa financial planners said their average client emerged from the recession with increased net worth and 17 percent saw their net worth stay the same.

read more →

payroll isn’t for amateurs [video]

surepayroll launches really cool video ads. [youtube]0lses3f1zsa[/youtube] surepayroll has launched “extreme payroll stories,” a contest that awards participants with free payroll services for sharing their stories about how they’ve processed payroll under extreme circumstances. [youtube]_rilatqlngs[/youtube] of course, the real news … continued

25 surefire ways to keep a client for life

arnold sanow

client service is not just smile training — it’s about treating people the way they wanted to be treated.

by arnold sanow
arnoldsanow.com

in today’s fast-changing and competitive environment, excellent client service is not only nice but essential for success. in fact, the only way to differentiate yourself and to become less of a commodity in the marketplace is through outstanding service.

more: arnold sanow at 卡塔尔世界杯常规比赛时间

the strategies for keeping clients for life can be honed down to some basic steps that any business owner can use. read more →