Banner image for Scaling New Heights 2024, the premier accounting technology conference in the United States. The image features the conference theme and dates.
 

Crafting a Client Journey that Builds Loyalty, Revenue, and Referrals

For the first several years of running my firm, I didn’t put much effort into the client journey. I was busy doing the...

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Turn Client Feedback into Long-Term Loyalty

In any industry, you can’t build strong client relationships overnight. To stand out in accounting, strong technical...

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What Accounting Clients Want (and Aren’t Getting)

Today’s accounting clients are comparing you not just to other firms, but to every modern service they use. Their bank...

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How to Audit Your Client Experience (and How It Makes Your Life Easier)

Between looming deadlines, constantly shifting tax laws, and somehow even heavier workloads than last year, client...

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Client Expectations Are Changing–Here’s How to Keep Up

The accounting profession is undergoing a dramatic shift, not just in technology and regulation, but in what clients...

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6 Ways an Accounting Client Portal Solves the Document Chase

If you're an accountant, you spend more time than you'd like sending reminder emails, waiting on signatures, or...

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Great Client Management Starts with Strong Relationships

Accounting may be built on numbers, but long-term success is built on relationships. Your ability to deliver excellent...

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Are You Offering What Your Clients Value?

As featured on Accounting Today’s “On the Air” podcast with Dan Hood

In a recent episode of Accounting Today’s podcast ...

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How to Brand As a Firm

Last week I discussed why firms should care about design and the value a good brand can bring, but how do you create a...

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Streamlining Bookkeeping Firm Onboarding: 4 Tips to Delight Clients

You’ve probably heard the saying, “You only get one chance at a first impression.” And while it’s certainly possible to...

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