by Abby Cummins | Feb 11, 2020 | Client Retention, Marketing
You’ve done all the prep work for tax season: your firm’s site is up to date, you’ve got a clear payment system in place, and you just pushed a new email campaign to pull some last-second leads through the door. But have you given everything your clients need to be...
by Abby Cummins | Jan 9, 2020 | Client Retention
Tax season is overwhelming for even the most seasoned tax and accounting professionals. Thankfully, there are a few simple strategies your firm can use to help manage your time and avoid client overload during this stressful time. Today, let’s explore how these...
by Abby Cummins | Aug 9, 2019 | Client Retention
With competition abounding for accounting services, firms need to hone every advantage available to them. One of the ways you can set your firm apart from the pack is to create an awesome client experience starting with the first interaction and continuing through the...
by Abby Cummins | Jul 16, 2019 | Client Retention, Marketing
Your firm’s ability to retain clients is one of the most important components to sustain growth and profitability. Here are the three retention questions every accounting firm should be able to answer: What percentage of your clients return each year? The first step...
by Abby Cummins | May 9, 2019 | Client Retention, Content Marketing
Tax season is over and the filing numbers are in — according to the IRS, tax refunds were down by a total of $4.4 billion (yes, that’s billion with a “b”) compared to last year. With so many people receiving a smaller refund or a surprise tax bill, interest in saving...
