Client Relationships

Home>>Tag: Client Relationships
May 29 2019

Are You Undermining Client Transition?

2019-11-01T17:20:23-05:00May 29th, 2019|Client Retention, Communication, 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 [...]

Our annual Holiday Exercise Streak kicks off on 11/28!

Click to learn more!