troubled companies can leave collateral damage in their wake. don’t let your firm be one of the victims. by rick telberg the economy may, indeed, be at fault for many of the latest business failures. but blaming the economy won’t … continued
still, many firms are reporting one of their most profitable seasons in years, with more extensions and higher revenue per client. . click here to join the survey and get the results as they develop. . and accountants are decidedly … continued
how to find new success by shifting your firm’s focus from service-centric silos to client-centric goal-setting. by rick telberg most accounting firms believe they provide pretty good client service. and most of them are probably right. but there are other firms … continued
local accounting firm redefines “r&d” for client retention and business development. how to keep clients happy and build your business. by rick telberg at most companies, “r&d” means “research and development.” but at dugan & lopatka cpas in wheaton, ill., every … continued
make checking a client’s pulse part of your everyday habit.
busy season may be hectic and the hours may be long, but if you’re not making time to get to know your clients better, then you’re missing an opportunity that may not come again for another year. by then, a competitor may have beaten you to the punch.
many accountants, auditors and tax professionals don’t realize how much busy season is, in fact, “opportunity season.” you have your clients’ undivided attention. they should have yours.
beyond the routine tax preparation and tax planning, beyond the reconciliations and check marking, you need to be using client face-time to explore their greater needs and goals and your firm’s performance and opportunities. read more →
census data shows 25% increase in home-based entrepreneurs. the number of people who worked at home increased by nearly 2 million, from about 9.5 million in 1999 to about 11.3 million in 2005, according to new data released by the … continued
5-step action plan for addressing clients’ sales and use tax needs via speedtax cpa firms are well-positioned to take the lead in helping guide their clients through the complicated, time-consuming, and resource-intensive world of sales tax compliance and management, according … continued
unhappy clients won’t tell you they have a problem; they’ll simply move their business elsewhere. so, if a client gives you a chance to repair a bad situation, take it. here are a few tips from maribeth kuzmeski, author of … continued
how to battle client retention problems with client satisfaction strategies. but how do you dazzle a customer these days? by rick telberg with client retention replacing the staffing shortage as the most troublesome issue facing cpa firms, it may be … continued
join the new survey here, get the top-line results. a smartphone — like a blackberry, iphone, or palm — handles more than just phone calls. accounting firms are finding that a well-managed mobile strategy adds competitive advantage, improves client service … continued
most tax professionals are having at least as good or better season this year. but the economy threatens fees and collections. join the survey; get the updates. the latest data show for the week ended march 15, 34% of practitioners … continued
under new irs reg 7216, cpas are obligated to get written consent when they “send out” work on tax returns. but there’s precious little concrete guidance available yet, the deadline is approaching and many tax practitioners are confused and worried. … continued
why you can’t afford that difficult client — and what to do about it.
by rick telberg
at large
invoices that are paid late or not at all, phone calls on christmas day to calculate year-end numbers, unrealistic demands and even fraud… most every accountant has their own story of clients who are more than just difficult.
related: ten ways to fire the client from hell | four steps to firing a client
let’s face it. we love our clients. that’s why most accountants are in the business. but some clients are just, honestly, nightmares. accountants have a name for them. they are the clients from hell.