Get to know your prospects and build a relationship before taking them on as a client.
Breaking up doesn't need to be so difficult. Many firms talk about "firing clients" when things aren't working out; at Polymath LLC, we have reframed that conversation to be more positive, reminding the client that we are focused on their best interests.
Read about the hard lessons Kevin Simpson learned when growing his accounting practice.
Solid marketing is based on constantly being in front of your clients. Scan these tips for fast, quick wins.
As tax season approaches, there may be an opportunity to take on new business clients. Read some practical advice about the things you can do to ensure new clients are worth your time, including how to check their credit worthiness before agreeing to work with them.
In part 3 of this 3-part series on working with customers, Ron Baker explains why providing a value guarantee will offer a superior value proposition to your customers, allowing you to charge a premium price, one commensurate with the value you are creating.
Customer satisfaction is crucial to the growth of your practice. Learn how and what to measure in terms of customer satisfaction.
Michael wants to provide that "WOW" experience for their clients so that they refer Reconciled It to their friends. Within the first 60 days of working with them, Michael asks their clients for a written testimonial, video interview, or a shout out on social media. The time frame for this specific ask is critical.
Reconciled It's clients are looking for "forward thinking, strategic business advice." They want more than "just" an accountant; rather, they want a financial advisor, a business partner - a trusted advisor.
Learn strategies about deciding which clients are most worth pursuing for maximum firm growth.