CPAs often shy away from business development and sales calls. Maybe it's for good reason, that stuff really can kill you!
I want my clients to feel like they’re getting white-glove service, personal attention and all of those exceptional levels of quality that I associate with my brand. I wasn’t sure sending them a link to DIY the scheduling dirty work was the right answer for me.
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.