Article for Insightful Accountant, February 2019
“We’ve decided to hire another firm.” Are there scarier words in a service-driven business? Especially a CPA firm where clients can take years to decide to hire you in the first place. There are multiple issues that impact client retention, but today I want to focus on one. The transitioning of a client between a senior partner and an associate.
In this article for Insightful Accountant, I discuss three ideas for improving client transitions inside your firm. The ideas are Perspective Check, Empathic not Telepathic, and Becoming the Future. Read about each one here:Read more