Talking about client support and communication.
Asking for referrals from your clients can be awkward, but they can be necessary for a growing accounting firm. Though times have certainly changed, word of mouth [...]
Your onboarding process is the perfect time to show new bookkeeping clients that you’re personable, available, and won’t let them down. For many clients, the difference between [...]
Not every bookkeeping client is going to be a perfect fit for your firm, but some truly terrible clients can make your job a nightmare. You probably [...]
Although it can be scary to say, “no” isn’t a bad word. It can be a vital part of your vocabulary when it comes to setting boundaries [...]
Setting and meeting client expectations can be the key to running a successful bookkeeping firm. Happy clients can propel your firm to success, while unhappy clients can [...]
There was once a time when email was THE most cutting-edge technology, but is it still working for client communication at your accounting firm? While email is [...]
Nobody wants to be the bad guy, and saying no to accounting clients often makes you feel like one. It can be difficult to manage client expectations, [...]
