Client Relationships

Learn how to build strong partnerships with your accounting & bookkeeping clients.

  • 3 Tips for More Effective Cloud Conversations with Your Clients

    3 Tips for More Effective Cloud Conversations with Your Clients

    Whether you’re working with a cloud-savvy or tech-averse client, here are a few tactics you can use to have more productive cloud conversations.

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  • 3 Ways the Role of the Bookkeeper is Evolving (and How to Adapt Your Skills)

    3 Ways the Role of the Bookkeeper is Evolving (and How to Adapt Your Skills)

    The role of the bookkeeper is changing. Learn what this means and how you can adapt your skills to build long-lasting relationships with your clients.

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  • From Desktop to Cloud Bookkeeping: Gaining Buy-In from Staff & Clients

    From Desktop to Cloud Bookkeeping: Gaining Buy-In from Staff & Clients

    Thinking about adopting cloud bookkeeping technology? Learn tips and best practices from a firm that has successfully transitioned the cloud!

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  • Bookkeeping Client Onboarding Checklist

    Bookkeeping Client Onboarding Checklist

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  • 5 Tips For Becoming a Strategic Partner

    5 Tips For Becoming a Strategic Partner

    With so much information available, it can be difficult to choose activities that will benefit your clients. In this blog, you'll find five tips for becoming a strategic partner.

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  • Best Practice Guide: Managing Passwords for Your Accounting Clients

    Best Practice Guide: Managing Passwords for Your Accounting Clients

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  • Setting Expectations: The Key to Prosperous Client Relationships

    Setting Expectations: The Key to Prosperous Client Relationships

    Understanding how to set expectations proactively at every stage of the client journey will help you build prosperous client relationships. Download our free checklist to learn more!

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  • Checklist: Setting Expectations at Every Stage of the Client Journey

    Checklist: Setting Expectations at Every Stage of the Client Journey

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  • The Accounting Community Rocks! Here’s Why You Should Get Involved

    The Accounting Community Rocks! Here’s Why You Should Get Involved

    Connecting with the accounting community can add a ton of value to your practice. Read our blog post three reasons to get involved.

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  • 5 Valentines to Send to Your Favorite Accountants & Bookkeepers

    5 Valentines to Send to Your Favorite Accountants & Bookkeepers

    Happy Valentines Day! Spread the love with these free accounting/bookkeeping-themed Valentines.

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  • The Importance of Client Appreciation (and 8 Ways to Say "Thank You")

    The Importance of Client Appreciation (and 8 Ways to Say "Thank You")

    Improving your client experience means showing appreciation. Here are 8 ways to say “thank you” to your accounting and bookkeeping clients.

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  • Monsters that Haunt a Cloud Accountant's Nightmares

    Monsters that Haunt a Cloud Accountant's Nightmares

    Spooky spirits and bone-chilling beasts haunt the world of accounting… beware of these monsters as you transition to the cloud!

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  • 4 Steps You Can Take to Amplify Client Engagement

    4 Steps You Can Take to Amplify Client Engagement

    Improve your client experience by amplifying client engagement. Here are some simple steps you can take right now to become a strategic, proactive advisor.

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  • 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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  • How to Pick the Right Clients to Grow Your Firm with Jennifer Moore1:06:32

    How to Pick the Right Clients to Grow Your Firm with Jennifer Moore

    Questions about client fit? Watch our free webinar with Top Cloud Accountant Jennifer Moore to learn how to select the right clients for your firm.

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  • How to Have Tough Conversations with Clients About the Switch from Hourly Billing to Fixed Fees

    How to Have Tough Conversations with Clients About the Switch from Hourly Billing to Fixed Fees

    Ensure a smooth conversation by focusing on the value you provide and how you will help your client's business grow.

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  • 5 Ways to Keep Your Firm's A+ Players Engaged & Onboard

    5 Ways to Keep Your Firm's A+ Players Engaged & Onboard

    As an advisor, keeping your people happy and energized will payoff for your clients and your business.

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  • Happy Staff = Happy Clients: 3 Ways to Create an Employee-Centric Culture at Your Firm

    Happy Staff = Happy Clients: 3 Ways to Create an Employee-Centric Culture at Your Firm

    Tap into the power of workflow optimization and great apps to build an employee-centric culture.

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  • 5 Ways to Engage Your Clients in Their Finances1:05:45

    5 Ways to Engage Your Clients in Their Finances

    Client engagement is critical to your success as an advisor. Watch our webinar to learn how to amplify client engagement!

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  • Paper Free, Stress Free: Training Your Clients on Document Collection

    Paper Free, Stress Free: Training Your Clients on Document Collection

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