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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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Elizabeth Joyce

How to Ask Your Clients for Good Referrals

Get strategic advice for getting better client referrals to grow your business.

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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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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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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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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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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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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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Joanie Mann

How to Deliver More Value to Your Small Business Clients

Learn how to deliver more value to your small business clients. The result is a better-informed client who sees far more value in their “trusted advisor” than just a completed tax return.

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Susan Pruskin

5 Ways to Find New Clients

Get expert advice from Susan Pruskin on how and where to source future business.

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Loren Fogelman

Give Away the Store, but not the Entire Mall

Do you undervalue your expertise? Find out how to draw the linen between giving away too much and knowing when to advise for free.

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Omar Visram

How to Maintain Effective E-Communication With Your Clients

Read about what this Firm of the Future author has to say about the importance of e-communication in effectively managing client relationships.

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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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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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