Intuit Accountants News Central

Add Net Promoter Scores to Your Tax Client Feedback Plan

Add Net Promoter Scores to Your Tax Client Feedback Plan
Article Post Date
March 26th 2015 by Joel Hodges

If your marketing plan doesn’t include a strategy to generate regular feedback from your clients, now is the time to develop and implement it. Client surveys are among the easiest … [Read More…]

 

Intuit® Tax Online Customer Spotlight on James Sarubbi

Intuit<sup>®</sup> Tax Online Customer Spotlight on James Sarubbi
Article Post Date
March 24th 2015 by Scott Cytron

We found James Sarubbi, an Advanced Certified QuickBooks ProAdvisor® who lives in Rancho Cucamonga, California, on Facebook’s Coffee Talk, a discussion forum for Intuit® Tax Online users. In this profile, … [Read More…]

 

LinkedIn Tips Just For Accountants

LinkedIn Tips Just For Accountants
Article Post Date
March 23rd 2015 by Diana Mackie

The average web viewer now researches possible services and products on 4.3 sites. It’s a web-based world, and it’s time to take advantage of it. For accountants and other professionals, … [Read More…]

 

Successful Customer Service is an Everyday Practice

Successful Customer Service is an Everyday Practice
Article Post Date
March 19th 2015 by Joel Hodges

Providing clients with year-round tax advice is a sound way to maintain and build your business. The tax year is rich in opportunities to collaborate with clients, and showcase your … [Read More…]

 

Generating Positive Buzz Isn’t as Hard as You Think

Generating Positive Buzz Isn’t as Hard as You Think
Article Post Date
March 17th 2015 by Joel Hodges

Creating engaging marketing campaigns is key to attracting and retaining clients. By devoting the time to develop detailed, specific strategies to promote your business, you can generate value, expand your … [Read More…]

 

Joe Woodard’s Secret Sauce to Great Client Service

Joe Woodard’s Secret Sauce to Great Client Service
Article Post Date
March 12th 2015 by Joe Woodard

Almost all small business consultants want to provide the highest quality services to their clients. Woodard Consulting is no exception. However, the desire to do that, alone, won’t get you … [Read More…]

 

Partner With an Estate or Financial Planner to Help Your Clients

Partner With an Estate or Financial Planner to Help Your Clients
Article Post Date
March 12th 2015 by Joel Hodges

Tax providers can maximize their client services by partnering with other advisors, such as lawyers, financial planners and estate planners. Every tax preparer should maintain a list of at least … [Read More…]

 

Collaborative Technologies Enable Great Client Service

Collaborative Technologies Enable Great Client Service
Article Post Date
March 6th 2015 by Dustin Wheeler

Many prospective clients, especially the rising generation of digital-native entrepreneurs, will evaluate the use of technology in your accounting practice as an indicator of the level of service you will … [Read More…]

 

5 Invoice Tricks to Getting Paid On Time

5 Invoice Tricks to Getting Paid On Time
Article Post Date
February 17th 2015 by Diana Mackie

Using psychology and design principles, the wording, layout and color of your invoices can be tweaked to subtly encourage on-time payment. Here are 5 of the latest best practices for … [Read More…]

 

The 7 Most Effective Ways To Gather Client Feedback (to Grow Your Business)

The 7 Most Effective Ways To Gather Client Feedback (to Grow Your Business)
Article Post Date
February 12th 2015 by Diana Mackie

As a busy business owner, it’s important to collect client/customer feedback effectively so that you get quality results and make the best use of your time. You can use these … [Read More…]

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