Client Management

Jun 12 2024

Answering the 4 Most Common Client Transition Questions

2024-06-12T14:18:22-05:00June 12th, 2024|Governance/Decision Making, Inspired Ideas Blog, Leadership|

Accounting firms across the country are preparing in earnest for the retirement of thousands of talented Boomers. Many elements of succession need attention, but client transition is one area that seems to cause a lot of angst and generate a number of questions. Following are the answers to the four most common client transition questions [...]

Jul 28 2023

Stop Walking the Tightrope – Manage Your Clients!

2023-08-18T09:32:46-05:00July 28th, 2023|Client Retention, Communication, Inspired Ideas Blog|

Here’s a hard but universal truth about client service: Your clients don’t understand your business and aren’t aware of the specific issues and challenges you may face as an accounting firm. To be a 100% responsible client manager, it’s up to you to collaborate with each client to understand their needs, then seek to meet [...]

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