4 Easy Ways Relationship Management Delights Your Clients
As an accounting firm owner, relationship management is critical to staying in business. This post gives you all the info on how to manage client relationships.
October 12, 2020
As an accounting firm owner, relationship management is critical to staying in business. This post gives you all the info on how to manage client relationships.
Sometimes firm owners can’t help but wonder how other businesses are managing their teams, so we’ve created a new series that covers the challenges and
Geraldine Carter provides business strategy and coaching to CPAs who are ready to get out of the accounting rut and create the business they want
Navigating Client Retention and Firm Growth During a Crisis It’s not easy to keep your head above water when we’re living in a time of
This episode of Growing Your Firm features Femke Hogema. Femke is a phenomenal trainer, author, and speaker who leads the charge of the Profit First
Today we’re revealing a secret project we did at Jetpack Workflow to see what we could learn from the big boys of the retail accounting
Can you hear me now? Communicating with your accounting clients can sometimes be a chore. They’re demanding. They ask a lot of questions. They take
Firm: LWS Tax & Accounting Firm size: 10 People, 2,000+ clients Service Category: Tax, Payroll, Bookkeeping Champion Profile: Blake Shaffer, CPA is the founder
What is Client Management Software? Client management software is a way to centralize, manage and track all your client information. Simply put, it’s the “hub”
