New Ideas

Source: CPA Marketing Report

Review the time charges to your largest clients. Where only one partner is charging time, the client may be vulnerable on two measures: First, there is no succession plan, and second, the client is not benefiting from all the firm has to offer. The client may seek it elsewhere.

See CPA Marketing Report, January 2005, p. 4, CCH Tax and Accounting, [email protected], 800-835-5224.