Client Relationships

Jun 12 2024

Answering the 4 Most Common Client Transition Questions

2024-06-12T14:18:22-05:00June 12th, 2024|Governance/Decision Making, Inspired Ideas Blog, Leadership|

Accounting firms across the country are preparing in earnest for the retirement of thousands of talented Boomers. Many elements of succession need attention, but client transition is one area that seems to cause a lot of angst and generate a number of questions. Following are the answers to the four most common client transition questions [...]

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 [...]

Sep 8 2017

Three Ways to Better Appeal to the NextGen Client

2017-09-08T13:01:07-05:00September 8th, 2017|Our Latest News|

“As a company, you need to get to the future first, ahead of your customers, and be ready to greet them when they arrive.” – Marc Benioff, CEO of Salesforce Your client base is changing. At least it should be to sustain your firm into the future. That’s because by 2025, Millennials will make up [...]

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