Despite Mick Jagger's tax-related problems, he did have foresight about the accounting profession when he co-wrote the song "Satisfaction" way back in 1965. Making sure you have satisfied clients should be at the top of the list for every accounting firm. Yet, while your clients seem happy, how much do you really know about their satisfaction with your firm and its services? Better yet, how can you figure out if they are actually happy? If a firm can figure this out, it can soar above its competition and truly experience long-term survival.I refer to this as the "Three-Step Rule to Happy Clients:" Trust + Loyalty + Referrals = Value Read more...

In the vast number of technology advancements over the last 10 to 20 years, which one has done more for almost-immediate communications than email? Yet, tens of millions of messages are sent every day without much concern about the security and availability associated with very private information. Read more...

Accounting firms can no longer be content with doing business on the golf course. In order to retain clients, recruit prospects and capture as many referrals as possible, firms must invest in a solid marketing system. Easier said than done, but thanks to increased optimism over the last six to 12 months, accounting firms are becoming more interested in business development and new client acquisition. Read more...