As today’s decision makers shift, so too are the expectations around client service. Understanding what clients want is important. While there are some trends or commonalities across generations, the fact is, people are changing. To exceed client expectations, it’s important that CPA firms pay close attention to their client experience and invest in it. Here are six tips to help you to improve your client experience.
Author Archives: sarahdobek
January is a great time to take advantage of growth opportunities and re-evaluate your policies, taking into consideration the trends and changes we anticipate in the profession. This article will identify a few key areas accounting firms should focus on in 2018.
Each year, tax season ends and we think about what’s next. Often, that means revisiting marketing and business development activities. While we believe you should continue marketing during tax season because it’s the very best time to grow your business, … Continued
If you have logged into LinkedIn recently, you may have been surprised by its new look. No, you did not type in the wrong URL. LinkedIn has released a new user interface aimed at streamlining the user experience, making navigation much easier. There are quite a few functionality changes you should be aware of. Below is a summary of what you need to know:
This year’s mid-year meeting was in Austin, Texas. We had over 20 members and prospects attend the meeting. Below is a synopsis of the session highlights:
Recruitment Season. Every year around this time, CPAsNET becomes inundated with requests for assistance in recruiting top talent. As we meet with firms to discuss recruitment, the topic of succession planning almost always comes up. Bottom line: firms are struggling … Continued
There is a very large misconception around what defines a successful program or initiative. We focus so much on the ROI number that we forget to look at the many other factors that impact growth in the organization. Some of … Continued
This year’s annual meeting was in San Diego, California. We had over 35 members and prospects attend the meeting, including three members from our international affiliate, Auditrust. Below is a quick summary. M&A The merger and acquisition scene isn’t slowing … Continued
Another busy season came and went. Hopefully, this one was easier than previous seasons. While many of you would like to check out mentally until June, consider instead what you will do with your next six to eight weeks. The months … Continued
Of the 44,000 CPA firms in the nation approximately 30,000 are sole proprietors. Of the remaining 14,000 practices only a small percentage generate more than $2,000,000 in revenue. The longevity for most of these remaining firms need not be short-lived. … Continued