Avoid this trap when managing client expectations

Avoid this trap when managing client expectations

A few recent experiences have prompted me to come back to thinking about how client expectations are managed. In particular, I’ve reflected on a “trap” I think many firms still fall into when trying to manage and guide client expectations. It’s a trap that typically...
How an accounting firm might use a CRM tool

How an accounting firm might use a CRM tool

Introduction Accounting firms are not merely number-crunching entities. They are service-oriented businesses, seeking to build and sustain long-term relationships with their clients. As such, managing client relationships is a significant aspect of their business...
Two great ideas for accountants from Appliances Online

Two great ideas for accountants from Appliances Online

As an accounting firm coach, consultant and mentor, I’ve often said I look at things through the eyes of an accounting firm owner or manager and find ideas for running a better accounting firm. Recently my experience in purchasing from Appliances Online has...