Client Relationships
Learn how to build strong partnerships with your accounting & bookkeeping clients.
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Read NowWhy Bookkeepers are Essential Partners to Hospitality Businesses
Businesses in the hospitality industry often face many challenges, not least of all accurate and up-to-date books. Learn how bookkeepers can provide serious value to hospitality businesses.
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Read Now3 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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Read Now3 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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Read NowFrom 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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Read NowBookkeeping Client Onboarding Checklist
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Read Now5 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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Read NowSetting 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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Read NowThe 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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Read Now5 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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Read NowThe 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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Read Flipbook
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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Read Now4 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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Read NowForgetting 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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Read NowHow 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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Read Now5 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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Read NowHappy 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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1:05:45Watch Video5 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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Read NowPaper Free, Stress Free: Training Your Clients on Document Collection
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Read NowGoing the Extra Mile: Finding New Ways to Better Serve Clients
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Read NowClients Come First: How to Build a Customer-Focused Culture
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