Generational Viewpoints: Clients in succession
Two professionals from Andrea & Orendorff in Kenosha, Wisconsin share their perspectives on how to realign your client base to prepare for succession.
Source: accountingtoday.com
Page 12 - Client Retention News Today : Breaking News, Live Updates & Top Stories | Vimarsana
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Top News In Client Retention Today - Breaking & Trending Today
Founding Board of Directors Member Retires from Oakworth Capital Bank; New Board Member Announced
/PRNewswire/ -- Founding Board Member Richard D. "Rick" Horsley retired from Oakworth Capital Bank's board of directors on May 18. Horsley, who is a founding...
Source: prnewswire.com
Create a client service calendar to add value year round
When it comes to the frequency of client communication, there’s no magic formula.
Source: accountingtoday.com
How do we get to a 10 next year?
Tax season is behind us, and it’s a great time to ask clients for feedback about what you could be doing better.
Source: accountingtoday.com
Art of Accounting: Client survey
Client surveys are an effective method to find out what clients are thinking and also give some the opportunity to vent about what displeases them.
Source: accountingtoday.com