It’s no secret that clients often make purchase decisions based on rates, CPAs and accountants have a lot of competition. You’re often up against larger companies who can do the same amount of work in less time, for less cost, and at lower rates. One way to increase the value you bring to clients and the associated revenue you bring in is by providing higher level services and investing in deeper relationships.
Knowing and understanding your client is a springboard for serving them successfully. Can you answer the questions below about your client? If not, you have an opportunity to get to know them, and serve them, better.