Exceptional Client Service 

What does exceptional client service really mean? How can your firm provide it? And how does it affect the long-term success and profitability of your firm? Here, we offer resources for you to begin delivering the service that your clients demand.

 Creating Client Connections

Creating Client Connections
Listen to the AICPA’s Jim Metzler, VP – Small Firm Interests, discuss the importance of understanding clients’ thoughts and feelings about their businesses. And why you should capitalize on these to exceed client expectations.
Take Your Client Service to New Heights

Client Service


How will you ensure that you’re providing the best possible client service?  Check out these resources to learn more and take your client service to the highest levels.

Retain Clients

Retain Clients and Help Them Recover 
Spending time doing what it takes to retain an existing client clearly has a greater return on investment after factoring in the prospecting time (in lost billable hours) and the typical first-time costs associated with new client engagements.

In these articles, you’ll learn what clients really want and how you can provide it. Take a look now—before your competitors do.

Few concerns weigh more on the minds of accountants than the desire to satisfy, and retain, clients. As CPA firms look to build client loyalty and grow profitability, a CCH nationwide survey – the 2010 CCH Accounting Firm Client Survey – pinpoints what’s most important to keeping accounting firm clients, and why they leave. The independent survey commissioned by CCH, a Wolters Kluwer business, was issued to accounting firm clients including individuals and small, mid-size and large businesses. 

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