Client service. You do it every day. But how often do you reflect on how you serve your internal and external clients, and how you could serve them better?
Many firms are aware of top-talent retention essentials: Attractive compensation, career progression, interesting client work, quality mentoring and leadership programs are crucial to stay competitive.
If you want to position yourself to keep your star players around longer. Here are five ways you can bring new life to retention initiatives...
Engagement and retention tactics always need refreshing. What else can we do to keep our talent onboard and serving clients well? Consider adding a stay interview program to bump up your effort in this area - here is a Q&A guide to get started.
Your firm is profitable and clients are pleased with your work. You have some women in leadership. Why make a concerted effort to bring that percentage higher?
AN OPEN LETTER ABOUT DISMISSING FRAUD
Dear Manager and Partner,
I don’t know your names. But I chatted recently with one of your staff and I want to tell you about it. “Alexa” approached me privately at a workshop I facilitated, concerned about actions you took with a client.
She felt she witnessed unethical conduct when you allowed your client to deduct expenses that were unrelated to their business.
Knowing and understanding your client is a springboard for serving them successfully. Can you answer the questions below about your client? If not, you have an opportunity to get to know them, and serve them, better.
“We are in client service, but the written communication is a disaster” wrote a manager in need of help for her team. Requests for business writing help and workshops for CPA firms are at an all-time high.
Interestingly, of the requests I’ve received in the last few months, 75% were for help with someone else’s writing issues. To help you on your quest for quality communications, here are some of the most common mistakes, and how you can help your colleagues make a better impression.
It’s no secret that teams who enjoy working together are more cohesive and productive. Break out of the CPA / accountant stereotype and be sure to have enough fun in the office to balance out the daily grind. Here are four ways to accomplish this, or spur on your own creativity for having fun at your office.