TLDR: There are six key indicators of client success that accounting firms can leverage to gain insight into the overall health of their client relationships. These indicators include the service delivery process, firmwide cross-collaboration, client history and demographics, team composition and expertise, business administration and management, and external market and corporate intelligence. By analyzing data related to these indicators, firms can identify early warning signs, growth opportunities, and potential risks within their client relationships. It is important for firms to use data to inform their decision-making and improve their performance in an uncertain economic environment.
Utilizing Data for Efficient Accounting Practice Management
![](https://accountingpeek.com/wp-content/uploads/2023/10/Choosing-Your-Path-Studying-Accounting-and-Its-Alternatives.webp)
Latest from News
![](https://accountingpeek.com/wp-content/uploads/2023/10/The-Evolution-of-Accounting.webp)
Discover the top small firms to work for in 2024.
TLDR: Each year, Accounting Today and Best Companies Group select the Best Accounting Firms to Work For. This slideshow features the top small category
![](https://accountingpeek.com/wp-content/uploads/2023/10/Choosing-an-Accounting-Specialization.webp)
Tighe, Kress & Orr, P.C. joins forces with EisnerAmper.
Tighe, Kress & Orr, P.C., Combines with EisnerAmper TLDR: EisnerAmper and Tighe, Kress & Orr, P.C. are combining in a strategic move expected to
![](https://accountingpeek.com/wp-content/uploads/2023/10/The-Role-of-AI-in-Accounting.webp)
SEC accuses ex-CIRCOR director of fraud: Catch the details now!
SEC charges former Circor International director with accounting fraud TLDR: SEC charges former Circor International director, Nicholas Bowerman, with accounting fraud. Circor was accused
![](https://accountingpeek.com/wp-content/uploads/2023/10/Forensic-Accounting-Unraveling-Financial-Crimes.webp)
Unleash the 3 Key Benefits of Automating Accounts Payable
TLDR: Manual accounts payable processes are slow, prone to errors, and resource-intensive. Automating accounts payable offers three key benefits: enhanced productivity, improved security, and
![](https://accountingpeek.com/wp-content/uploads/2023/10/balance-sheet-overview.jpg)
Long Beach’s Accountant Partners opens new office for local entrepreneurs.
TLDR: Accountant Partners, a small business accounting firm, has opened a new office in Long Beach, California. They offer tax planning, cloud accounting, and