Tag Archives: bookkeeping clients

How to Educate Your Bookkeeping Clients to Give You the Information You Need

One of the nine systems that you want to have in place for your accounting business to run efficiently is a standard client processing schedule for your clients. Basically, you need to let them know what information they need to … Continue reading

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How to Create Consistent Results for Your Clients – Even When You’re Delegating Tasks

Have you ever found your clients slightly stressed with the idea that someone else is going to be doing their bookkeeping? Maybe now that your business is growing and you need to add support staff they say, “It’s okay that … Continue reading

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7 Ways to Manage Even the Most Difficult Client

We’ve all had one.That client who on a good day is not the easiest person to get along with! Managing them can drain your energy and make you cringe each time the phone rings! But that is exactly what you … Continue reading

Posted in Blog Post, Client Relationships, Communicating with Clients, Systems | Tagged , , , | 2 Comments