Posts by Deanna Herr
What Do Clients Need to Understand About Tax Evaluation and Why Are Firms Not Explaining It?
By: Sarah Johnson Dobek Key Takeaways Tax evaluation is a core professional function that should be clearly named and consistently explained. When evaluation is invisible, clients misunderstand value and misinterpret fees. Firms that communicate how they think strengthen trust and reinforce their advisory position. Clients often believe tax work is straightforward because the outcome appears…
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Governance Series: Key Success Factors for Better Governance
Governance Series: Navigating Partnership Change with Purpose
Governance Series: Implementing Operating Models in Your Firm
The Hidden Value of B & C Clients in an Era of Client Culling & Consolidation
Written by: Sarah Johsnon Dobek Key Points B and C clients provide consistent revenue, lower-maintenance relationships, and risk diversifications, for sustainable firm growth. Modern segmentation must evaluate more than revenue, factoring in fit, ease, potential, referrals, and profitability. Advances in AI, automation, and outsourcing have made it possible to serve smaller clients profitably again. …
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