Put on a Celebratory Launch Party, Tell Success Stories, Adopt a Mantra, and Realize: This is What You’ve Studied and Worked for Throughout Your Career! Let’s face it, writes Tracy Warren at AICPA Insights . Tax time has had a bit of a bad rap for years. You know, talk of never ending piles of work and dreaded long hours. Bah-humbug! Blame it on Ebenezer Scrooge, if you will. But this year it’s time to start anew. Scrooge was simply a curmudgeonly character created by Charles Dickens to tell a story not cast a dark, lingering shadow over tax time.…
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Consider Lifetime Client Value, Cost of Client Acquisition, and Retention Rate Is your CPA firm making the most of current relationships and doing all it can to expand into new ones? While there are many metrics CPA firms use to evaluate quantitative performance, AICPA Insights suggests 12 metrics than can provide more qualitative feedback. These metrics can help CPA firms measure their reach with clients and provide insight into how well processes already in place are helping to identify opportunities with clients.