Be Consultative to Grow Revenue & Relationships
Clients want many things from their CPA, but at the top of that list is usually proactive advice. While it seems like a simple thing, many accountants drop the ball and leave their clients wanting more.
Whenever you have the chance to sit down with your clients to talk about the business, you need to fully understand the company’s obvious needs, but you should also use the opportunity to uncover the not-so-obvious ones. Every business owner is facing a challenge that needs a solution. That’s where consultants help. Read more →