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Smart Practice App lite 1

MAKE AN IMPRESSION Savvy firms know that first impressions count. Demonstrate you are a tech leader. ATTRACT PROFITABLE CLIENTS Align your firm and services with the types of clients that value what you do. STAY IN SIGHT Having an app on your clients most common tool, their mobile phone, will...

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Smart Practice App lite

MAKE AN IMPRESSION Savvy firms know that first impressions count. Demonstrate you are a tech leader. ATTRACT PROFITABLE CLIENTS Align your firm and services with the types of clients that value what you do. STAY IN SIGHT Having an app on your clients most common tool, their mobile phone, will...

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Smart Practice App -PA

MAKE AN IMPRESSION Savvy firms know that first impressions count. Demonstrate you are a tech leader. ATTRACT PROFITABLE CLIENTS Align your firm and services with the types of clients that value what you do. STAY IN SIGHT Having an app on your clients most common tool, their mobile phone, will...

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Marketing is an investment in firm’s future

Marketing is like any well managed investment, as it can increase a firm’s revenue. However, because most firms’ accounting systems treat marketing costs as expenses, it is often difficult to make the shift to thinking of marketing as an investment rather than an expense. As a general rule, firm marketing...

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Developing your firm’s identity

As firms continue to develop their marketing abilities, the need for a unique identity becomes more crucial. Unfortunately, too many firms ignore this fact and fall into the trap of thinking that giving the best possible service will naturally grow the firm’s client base. Firms need to focus time and...

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The assertive accountant

There are accountants driven to secure good business and careful to keep it from slipping out the back door. There are accountants who are good technical people but who are tentative in marketing situations. And there are accountants who pay lip service to marketing, but who lack the time or...

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Turning client complaints into compliments

Employees frequently concentrate on the positive side of their conversations with clients, and often fear management disapproval if a complaint comes to light. This can often hinder what otherwise might have been healthy and useful criticism. Complaints can show a firm what needs to be changed, so accountants should work...

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Client satisfaction surveys

Very few firms have ever formally survey their clients, and even fewer have a plan to solicit feedback on an independent firm-wide basis. Some of the reasons given by accounting firms include: “The feedback won’t tell us anything we don’t already know.” “Now isn’t the right time.” “We’re too busy...

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Why do accountants hesitate at the thought of predatory prospecting?

Even though a predatory approach is common in other industries, it is still comparatively rare in the accounting profession, and many accountants balk at the idea of taking clients away from other firms. Though there might be ethical considerations pertaining to particular cases, in general there is nothing unethical about...