Client Retention

Jul 28 2023

Stop Walking the Tightrope – Manage Your Clients!

2023-08-18T09:32:46-05:00July 28th, 2023|Client Retention, Communication, Inspired Ideas Blog|

Here’s a hard but universal truth about client service: Your clients don’t understand your business and aren’t aware of the specific issues and challenges you may face as an accounting firm. To be a 100% responsible client manager, it’s up to you to collaborate with each client to understand their needs, then seek to meet [...]

Sep 2 2022

Overcome the Top 6 Excuses for Not Firing Crummy Clients

2022-09-02T10:45:45-05:00September 2nd, 2022|Client Retention, Inspired Ideas Blog, Leadership, Retention Strategies|

We are in the midst of the “Great Resignation,” an inflationary period, changing and increasingly complex regulations and standards, coming off of a pandemic that literally rocked our world, and experiencing the highest volume of work most firms have ever seen. To compound this, we are seeing declining accounting undergraduate and Master’s degrees, lower college [...]

Nov 13 2020

Client Advisory Program™ (CAP) Kicks Off Monday, November 16th

2020-11-13T11:38:29-06:00November 13th, 2020|Client Retention, COVID-19, Our Latest News, Sales|

Clients need their CPAs and consultants now more than ever before. Change is constant and the future is unpredictable. To become true advisors to clients, professionals must shed old ideas and habits that no longer fit current client expectations. Our remote Client Advisory Program™ (CAP) is designed for experienced leaders who manage client relationships. The program will help develop advisory skills [...]

Dec 9 2019

Inspired Ideas Podcast: Episode 1 - The Change Imperative

2020-06-07T16:53:22-05:00December 9th, 2019|Client Retention, Communication, Current Affairs, Inspired Ideas Podcast, Leadership, Next Generation|

The amount of change in our profession can be overwhelming at times but it definitely is the word of the hour. Everything feels like it's changing, and every one of us needs to change in a lot of different ways. Thus, we've named this first episode, The Change Imperative. Why is so much change happening? [...]

May 29 2019

Are You Undermining Client Transition?

2019-11-01T17:20:23-05:00May 29th, 2019|Client Retention, Communication, Inspired Ideas, Retention Strategies, Succession|

Transition is top of mind for most CPA firms today. The topic emerges in almost every conversation we have with clients, at conferences and in our everyday interactions with firm leaders. Whether we’re talking to firm leaders or emerging leaders, client loss is one of the biggest fears commonly shared by BOTH transitioners and their [...]

Jan 23 2019

What Grade Would Your Clients Earn?

2022-09-14T11:38:42-05:00January 23rd, 2019|Client Retention, Inspired Ideas, Inspired Ideas Blog|

The succession of Baby Boomer professionals is a topic on the minds of most firm leaders today. A significant component of the succession process for many is the transition of clients. There are many best practices when transitioning clients, including those covered by my colleague in this CPA Insider blog. What I find, however, is that [...]

May 24 2017

Maintaining Rapport and Trust In a Virtual World

2017-05-24T13:14:47-05:00May 24th, 2017|Client Retention, Communication, Personal Development, Remote Work / ATAWW|

“The foundation of the client relationship is in jeopardy.” “How can I build rapport with someone if I’m never face-to-face with them?” “I need to shake someone’s hand to feel related to them.” When we talk about moving toward a more remote service and staffing model and embracing Anytime, Anywhere Work™, we often hear objections [...]

Mar 22 2017

Moving from Transactional to Transformational Client Service

2017-03-22T09:42:08-05:00March 22nd, 2017|Client Retention, Leadership, Personal Development, Transformational Leadership|

Most of us, if asked, would say that we are committed to delivering exceptional client service. However, when asked what exceptional client service looks like, we hear things like “delivering the engagement on time (or early) and within (or under) budget” and “being available and responsive to client requests and questions.” I assert those represent [...]

Apr 6 2016

ConvergenceCoaching Turns “Sweet 16!”

2016-04-06T09:06:14-05:00April 6th, 2016|Client Retention, Communication, HR/Organizational Development, Leadership, Personal Development|

Wow! It is hard to believe that on April 1, our ConvergenceCoaching team celebrated our 16th anniversary. What a wonderful and blessed journey we’ve enjoyed so far! Since co-founding our firm with my dear friend, Jim Metzler to growing to an 11-member team focused on making life-changing differences for our clients, I am so grateful [...]

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