What matters most to clients of small CPA firms, beyond accounting
Clients of small accounting partnerships and solo CPAs are not looking for technical excellence, beyond their financial needs. Those business
What is Client Decision Intelligence?
When a client is reconsidering their choice in their current services provider, or in the process of short-listing a new
When high-value clients leave for another services provider, it’s very often a surprise.
They don’t suddenly decide. “There was something missing. It’s difficult to explain but our relationship with them was just feeling
Networking For The Nervous
Business networking is widely recognized as essential for career growth and business development. Yet a significant, often overlooked, barrier prevents
Security Essentials
The infographic below illustrates important file and information protections. Financial industry clients need to be able to answer quetions without
Creating Marketing Content Gets Easier When You Know What Your Clients Actually Think
Most service providers struggle with the same question: What do I say that will actually resonate with the decision-makers I
The Irony of Human Truth Delivered by Silicon
There’s a peculiar paradox at the heart of presenting deeply human feedback through an AI. That’s the situation when interviews
Don’t believe the services provider; do believe their clients
That’s a pretty harsh subject line. However, it’s based on a considerable amount of research. The high-value services provider talking
Ways A CPA Firm Can Be Differentiated
This simple chart shows the percentage of CPA firms by size in 4 separate regions, using a small sample overall.