Posts Tagged ‘client service’
This One Step Can Shift Your Entire Client Experience Program Into Gear
What would you say if I asked you to describe your firm’s client experience program? If your answer is providing great service, the occasional client survey, or maybe a blank stare, your firm could be at risk. I recently sat down with Mitch Reno from Rehmann to talk about his work in client experience. …
Read MoreTop 10 Most Read Blogs of 2022
Welcome to our annual recap of the 10 most-read articles from Practical Ideas for Growth. We always look forward to the insights this list reveals about the profession and what’s top of mind for marketers. Let’s take a look back at the topics that resonated the most with our audience! Take this 1 Step…
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 MoreWorking With Distractions
This article is third in a series of five. In our first article, Sarah Dobek shared how to lead well in this season of uncertainty. Katie Renelt explored the do’s and don’ts when making the switch from office building to home-office. Now, we’ll address how to mitigate the chaos of working with distractions. Working with…
Read MoreTechnology Tips for External Success
If you’re just joining us, you might want to go back and read the first three articles in this series on best practices for remote work. If you’re in a position of leadership, Sarah Dobek shares tips from her perspective as president of a remote workforce. If you would love a few pointers on how…
Read More5 Trends That Will Shape Growth for Accounting Firms in 2019
Offering CPAs the best practical advice requires our team to keep an eye on what’s happening inside and outside the profession. In our constant endeavor to identify the trends that will influence growth for accounting firms, we’re looking at everything from staffing to management, technology to client service, and of course, marketing and business development.…
Read MoreMistakes Happen. Now What?
A while back I learned a valuable lesson that continues to shape the way I communicate with my clients to this day. In a nutshell, two of my vendors let me down at a time when I had little bandwidth for error. Following these experiences, I fired one vendor but have held onto the other…
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 MoreHow to Identify the Value You Provide to Clients
Have you ever thought about why your clients chose your firm or what keeps them from leaving for a competitor? In working with public accounting firms, we hear various responses to these questions. Some can easily identify the value they provide to their clients, but most struggle to articulate it. Effectively communicating your differentiators to…
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