Wallet Share listed as a “Good Summer Read”

Accounting Today recently listed our book as a good read for the summer. Check out the article to find their other suggested summer reads.   read more →

08 Jul 2013
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Lee and Tom were guests on the JenningsWire podcast

Listen to Lee and Tom discuss how to access the substantial untapped wealth in your client database and reveal how to create more value for your clients that has them spending more money with you. Listen to the podcast read more →

26 Jun 2013
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Tips for Improving Client Feedback Response Rates

Industry average responses to electronic surveys are in the range of 20-25%. To at least meet, and usually exceed the industry average, we have found the some “best practices” get more clients to respond to an electronic survey. Check them out. read more →

22 Jun 2013
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We purchased 100 books to send to our best CPA clients

Wallet Share is a great written summary of the value L. Harris Partners brings to the CPA community. It is an amazing investment in time and a great reminder of the importance of client prioritization and retention. Tom and Lee bring tremendous value to CPA Partners looking to grow their practices profitability. I highly recommend.. read more →

Absolutely packed with actionable ideas

“What a gem. An easy read, but absolutely packed with actionable ideas to capture the over-looked growth from the current client base. Highly recommend to anyone interested in retaining clients and growing their practice.” -Kimberly Merrill, Senior Vice President, Engineered Tax Services read more →