how accountants can keep the business when a client wants to sell theirs
the four-step process to use when a client asks for an outside consultant…
client service
is your firm managed by your clients?
accountants take note: clients may be the lifeblood of a business. but remember: managers manage, leaders lead. it’s your business. to make the point, here’s an email we received from one reader, name withheld for obvious reasons: rick, i was … continued
five things accountants take for granted that costs them real money
what we know that clients don’t even know they need.
by sandi leyva
i’m pretty sure that i am not the only accountant who has made the following mistakes with clients. here are a couple of ideas to help us remember what we know that the client doesn’t and why it costs us when we forget.
more sandi leyva: what’s in your new client funnel? | what’s in your welcome kit for new prospects? | five fun and easy ways to wow your clients | six ways to give yourself a raise | strategies to stop losing business to competitors | five tips to manage your ‘overwhelm’ level | easy ideas for a quick business boost | four new mega-trend marketing strategies | how to stop leaving money on the table
1. clients do not know how to evaluate our technical skills.
what’s in your new client funnel?
three simple questions to test your revenue forecast.
by sandi smith, cpa
accountant’s accelerator
you may have heard about the marketing funnel before. there are lots of variations, and i want to cover it in a way that helps us examine our mix of products, services, and prices.
the funnel can be pictured like a big “v.” at the top, wide-open part, there are a lot of prospects interested in your services and products. at the bottom, narrow part, there are a few select customers who buy the most from you.
see more from sandi smith at 卡塔尔世界杯常规比赛时间 (log in now or 2022世界杯足球排名 membership here):
what’s in your welcome kit for new prospects?
five fun and easy ways to wow your clients
six ways to give yourself a raise
strategies to stop losing business to competitors
five tips to manage your ‘overwhelm’ level
easy ideas for a quick business boost
four new mega-trend marketing strategies
how to stop leaving money on the table
near the top, you will have all of your lowest-cost offerings, perhaps those under $100. in the middle, your medium-priced products and services will be positioned, and at the narrow, bottom, you will have your most expensive offerings.
the funnel is a fairly simple concept; however, we can glean quite a bit if we ask ourselves these questions: read more →
listen, it could happen to you
how to learn to anticipate client needs.
by rick telberg
not to sound too much like your mother or anything, but couldn’t you do a little better job at your job? couldn’t you do a little more to satisfy your clients?
more for 卡塔尔世界杯常规比赛时间 pro members on client service and retention:
- 5 strategies and 13 tactics for client retention
- six strategies to stop losing business to competitors
- if you’re not worried about losing clients…
we think that’s a good question. so we’ve been asking and we’ve been looking for what cpas have to say about keeping clients satisfied.
what to do with clients who’d rather do it themselves?
40% of small businesses shun accountants. the reason: they’d rather handle accounting on their own.
instead of working with an accountant as a full business partner, most small businesses only look to them for specific services and support, such as accounting, bookkeeping, and taxes.
how often should small business clients see you?
accountants say the two most common mistakes that small business owners make are…
seven diagnostic tools that can build your business
easy ways to connect with clients and find new ways to help.
by rick telberg
face it: clients don’t really care about taxes, accounting, auditing, financial reporting, comps, reviews, bank recs or all the other stock and trade you live by.
they do, however, expect you to care about that stuff – and to know it inside out. and you probably do. after all, that’s why they hired you – so they don’t need to worry about it. so what does every businessperson really want to talk about? that’s easy: making money. selling. closing on new business.
every businessperson cares about success. and, particularly if you’re working in your own practice, you can talk like a pro. you already know this old dictum from the late business guru ron zemke: you’d better be serving the customer or serving someone who is. so where do you start? glad you asked!
the cloud won’t make you into a superhero
and it won’t rescue the accounting business.
by edi osborne
mentor plus
“is it a bird? a plane? no, it’s an accountant!”
we can all relate to the desire to be a superhero, to swoop down from the clouds in superman/woman-like fashion to rescue the damsel in distress. however, if the accounting profession is banking on mobile or cloud technology to make them a superhero in their client’s eyes, clients should not hold out much hope of being rescued.
seven tweaks for your engagement letters
get paid and avoid misunderstandings with your clients. by steve erickson in some firms, engagement letters are treated as an afterthought even though they are required as a part of any quality control system. this lack of attention to the … continued
who needs new clients when you already have plenty who want more from you?
why you shouldn’t ask, “how are firms getting new clients these days?”
at sobel cpas, events and alliances lead the list of strategies for winning the war for clients
sharing information to help clients (and prospects) succeed.
by sally glick
sobel & co. llc
at our firm we continue to believe that the more value we add by sharing important and relevant information, the more new business we will generate (along with raising retention as well.)
we do this with a three-prong approach:
1. the first is to host over 26 niche-specific programs (seminar, webcasts, half day symposiums) annually;
2. we write industry-specific white papers on topics our clients tell us are meaningful to them, which we also coordinate with website content; and
11 clues your clients are losers
sevenkeys cpa research shows that the best firms are three times more likely than laggards to fire clients. via accountingweb firing clients is an effective way to manage growth and profitability. clients should be evaluated on a variety of criteria … continued