Taking on a New Client: A Checklist for Accountants

Accountants and CPAs are comfortable sticking to the numbers and reports straight away when meeting with clients. Though logical enough, this may not be the best approach to build ongoing relationships.Closeup_Calculation_Paperwork

Successful client meetings build trust and create long relationships. Similar to other events in your organization, client meetings should be refined and renewed in a personal yet timely manner in order to make the most out of the meeting. If done well, meetings can be productive and can do wonders for your business; else they can be a disaster. (more…)

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