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Ron Baker

Ask Ron Baker: Firing Customers

Firing clients is never fun, but it must sometimes be done for the sake of your firm or company. Get strategy on how to fire customers from expert Ron Baker.

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Ian Vacin

Effective Client Onboarding Strategies for Your Practice

Read about effective client onboarding strategies that can help you not only get the ideal clients, but keep them.

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Joel Hodges

How to Make the Annual Tax Visit Part of your Overall Business Strategy

Learn why forging a long-term tax professional-client relationship can be mutually beneficial, making the annual tax visit not just a once a year visit, but a part of your overall business strategy.

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Carla Caldwell

Communicating Value to Clients

See how words and thoughtful strategies can not only grow your business, but also demonstrate significant value to your clients and prospects. 

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Marjorie Adams

An Accounting or Bookkeeping Consultant is Half Expert/Half Therapist

A great consultant is more than an expert. Learn why accounting or bookkeeping consultants are part expert and part therapist.

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Ingrid Edstrom

4 Reasons to Have a New Client Checklist

When doing a free one hour consultation to anyone who requested one was not productive, Polymath LLC developed an online request form to be the first step in developing a relationship. Read about very positive benefits they've seen.

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Ron Baker

How Accounting Firms Can Create Customer Loyalty

In part 1 of this 3-part series, value pricing guru Ron Baker explores how a firm can increase its customers' loyalty to retain business for the long term.

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Stacy Kildal

Before You Send that Engagement Letter, You Should Date Your Client

Get to know your prospects and build a relationship before taking them on as a client. 

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Firm of the Future Team

4 Easy Ways to Stay in Front of Your Clients Year-Round

Solid marketing is based on constantly being in front of your clients. Scan these tips for fast, quick wins.

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Tanya Hilts

What's Your Type of Client?

Finding the clients you most want to work with comes down to value. Get advice on how to grow your business through smart, specific strategies. 

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Ingrid Edstrom

How to Ensure a Potential Client Is a Good Fit

Before meeting with a client for the first time, you want to feel confident that this new relationship has the potential of being a good fit. See what the team at Polymath does to ensure a love connection.  

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Girish Shenoy

4 Tips for Best CPA Customer Engagement

Client focus and ongoing engagement is key to success.

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Greg Buck

Even My Most Stubborn Client Moved to the Cloud

Do you think your clients aren't ready for this paperless thing? Think again. Read how one accountant got his most stubborn client to adapt.

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Steven Gan

How to Determine Whether a New Client is Worth Your Time

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.

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Loren Fogelman

Do You Truly Need an Ideal Client?

Get expert advice on the type of clients to seek out and grow your business. 

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Ron Baker

Why Your Firm Should Offer a Value Guarantee

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.

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Ian Vacin

Measure, Capture & Capitalize on Accounting Customer Satisfaction

Customer satisfaction is crucial to the growth of your practice. Learn how and what to measure in terms of customer satisfaction.

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Ron Baker

Handling Customer Complaints

See how you can actually turn a customer complaint into customer loyalty.

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