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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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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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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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Ingrid Edstrom

How to Elegantly End a Client Relationship

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.

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Joel Hodges

How to Grow Your Accounting Practice the Right Way

Read about the hard lessons Kevin Simpson learned when growing his accounting practice.

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Steven Gan

5 Steps for Preventing Overdue Accounts

These five steps can help your cash flow without endangering it. Learn how to prevent overdue accounts.

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Bob Wang, CPA, CA

7 Ways to Get Your Clients to Write Reviews

Get expert advice on how to generate more client reviews for your business, so that you can be attractive to prospects. 

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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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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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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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How and When to Ask for a Client Referral

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.

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Accountants Are Good - Trusted Advisors Are Better

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.

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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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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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Carla Caldwell

How to Explode the Growth of Your Firm by Pruning Your Client List

Learn strategies about deciding which clients are most worth pursuing for maximum firm growth. 

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Kristen Nies Ciraldo

How to Make Your Clients Seem Like "Regulars"

Get advice on how to cultivate great client relationships so that they feel like regulars. 

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