Client Relationships

How-tos and comprehensive guides for keeping your clients happy.

  • Forgetting to Do These 5 Things Might Break Your Clients’ Trust

    Forgetting to Do These 5 Things Might Break Your Clients’ Trust

    A great client experience is built on trust. Here are 5 things that might cause your clients to lose their trust in you as an accountant or bookkeeper.

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  • 3 Proven Ways to Delight Your Clients

    3 Proven Ways to Delight Your Clients

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  • Going the Extra Mile: Finding New Ways to Better Serve Clients

    Going the Extra Mile: Finding New Ways to Better Serve Clients

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  • Clients Come First: How to Build a Customer-Focused Culture

    Clients Come First: How to Build a Customer-Focused Culture

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  • Take These Risks and Deliver Exceptional Client Experiences

    Take These Risks and Deliver Exceptional Client Experiences

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  • How to Communicate Your Expertise to Clients

    How to Communicate Your Expertise to Clients

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  • How to Land Great Anchor Clients

    How to Land Great Anchor Clients

    Anchors drive a large portion of your revenue. Having a few great ones means less time chasing new business and more time delivering value to clients.

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  • Leaders: A Fireside Chat with Chad Davis of LiveCA LLP58:38

    Leaders: A Fireside Chat with Chad Davis of LiveCA LLP

    Chad Davis is one of the co-founders of LiveCA LLP, the largest Xero Partner in Canada. He's also one of the most customer-focused advisors we've had the pleasure of working with at Hubdoc.

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  • Why Client Trust Is Vital for Long-Term Success

    Why Client Trust Is Vital for Long-Term Success

    Accounting is a business based on trust. The smartest practitioners understand the role that trust plays in growing their practices. Here's why.

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  • 5 Steps You Can Take Right Now to Build Trust with Your Clients59:55

    5 Steps You Can Take Right Now to Build Trust with Your Clients

    As an accountant or bookkeeper, the importance of your role as a trusted advisor to your clients can't be overstated. Not only do you crunch the numbers, but you act as a sounding board, a steering wh

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  • 3 Must-Read Books to Elevate Your Client Relationships

    3 Must-Read Books to Elevate Your Client Relationships

    As an accountant, the importance of being a trusted advisor can't be overstated. We've pulled together three books to help you build trust with your clients.

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  • 7 Ways to Support More Clients in Less Time, Using the Cloud26:48

    7 Ways to Support More Clients in Less Time, Using the Cloud

    The cloud has created an unprecedented opportunity to achieve scalable growth for advisory practices. Learn how to support more clients in less time in our free webinar!

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  • How to Pick Great Clients and Excel at Client Management

    How to Pick Great Clients and Excel at Client Management

    At Hubdoc, we’re lucky to work with many smart accountants and bookkeepers and have a front row seat to see how modern accounting practices are being built. Today, we’re going to talk about the...

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