Learn five ways to build trust and rapport with 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 wheel, and a sage -- which is why building a relationship of trust is so important!
You'll learn to:
- Help clients make key business decisions more effectively
- Coach your clients on the role of software in driving efficiency
- Increase the quality of client relationships
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For time tracking your employees will love, sign up for TSheets (http://tsheets.com) or call them at 888-836-2720.
If you'd like to reduce time spent chasing client documents, book a time with one of the Hubdoc team (www.calendly.com/hubdoc/demo) and sign up for a free VIP account for advisors (https://app.hubdoc.com/signup).