Posts Tagged ‘client experience’
The New Facebook Page Experience
Have you heard about the new Facebook Page experience? Whether you have already transitioned to the new Facebook Page experience or have only heard that it is coming, you’ll want to know how this impacts the pages you oversee. In this article, we will cover what changes have been made, how the new Page experience…
Read More5 Best-in-Class Ideas to Improving Client Service
Client service: it’s something all accounting professionals must deliver and one of the things many CPA firms think they provide better than their competitors. As a purchaser of CPA firm services, my experience has been very different from one firm to the next, each with its pros and cons. While there is a relationship between…
Read MoreTake This 1 Step Before Pruning Your Client Base
The basis for pruning clients is to maximize a firm’s profitability. In 2022, client pruning – really, the overarching strategy of client evaluation – has become a leading solution to deal with the profession’s staffing shortage. Client evaluation helps leadership answer the growing question of, “Do we want to serve everyone, and, if not, who…
Read MoreGenerational Differences In Client Expectations
What do clients want? While answers to that question will vary, there are trends in what clients expect. In a recent post, we explored how to begin improving your client experience. In this post, we’ll explore how trends and expectations vary among the generations represented in today’s workforce, but focus on the newest generation of…
Read More6 Tips For Improving Your Client Experience
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…
Read MoreHow To Build Your Firm’s Brand Standards in 3 Easy Steps
Branding can be an elusive concept. For many, a company’s brand is usually associated with a visual element, like a logo. Retail giants like Target, Amazon and Best Buy have all created brands that go beyond the logo by associating their name with the assurance they give to their customers. In professional services, a brand…
Read More2018 Accounting Firm Growth Trends & Predictions
At Inovautus, we don’t settle – we keep our eyes and ears open all year long so we can offer CPAs the best practical advice to grow their business. Last January, we shared our annual growth trends and predictions for the accounting profession. Let’s take a look back to see how we fared in 2017…
Read MoreThe Top 5 Resolutions for Your Business in 2018
The first week of January is prime time for re-evaluating your resolutions for the year. Perhaps you’re like me and that commitment to go to the gym every.single.day. is suddenly looking a little less feasible. (I might have bitten off a little more than I can chew.) Or, maybe you made a professional goal to…
Read More4 Steps for Developing and Implementing a Client Acceptance Policy
It’s not uncommon for a CPA to have one of those clients. Maybe there were warning signs from the beginning, but somehow, they seemed to fall below the radar. Now, you find yourself serving a client who complains about their bill, has asked you to do something unethical, is always late with their information, or…
Read More3 Steps to Gathering Client Testimonials
Receiving positive feedback from clients feels good. Small comments can refuel your tank and motivate you to continue to provide great service. What do you do with the compliments you receive? If you aren’t compiling the feedback into a testimonial to use in your marketing materials, you’re missing an opportunity. By utilizing the steps below,…
Read More