As a business owner, you’re a jack-of-all-trades. Beyond ensuring your customers receive the best product and service possible, you’re adept at managing everything that goes on behind the scenes. Fortunately, juggling the day-to-day is much easier these days, thanks...
Did you know that it costs five times more to acquire a new customer than it does to keep an existing one? A Bain & Co. study also found companies that increased their retention rates by just five percent, increased profits upwards of 95 percent. Client retention...
We live in a fast-paced, tech-driven world where clients’ expectations of their bookkeepers and CPAs have never been higher. There are also more technological solutions aimed at helping CPAs and bookkeepers better serve their customers than ever before. By fully...
The number one way to impress your bookkeeping clients? Deliver a first-class customer experience. As obvious as that may sound, it’s worth exploring the data and psychology behind it. “Customer Experience is the New Battlefield” That was the conclusion of several...
We all know the stereotype of the accountant—calculator and pen in hand, poring over reams of paper filled with endless rows of figures. It’s an old-school image from the pre-2000s, and largely irrelevant today (thanks, Excel!). But sometimes, we forget that the...
If there ever was a secret, foolproof (and legal) method on how to get a client to pay an invoice, every business owner on the planet would want in on it. Of course, when it comes to getting your clients to pay their invoices in full and on time, there’s no such thing...
