Talking about client support and communication.
If you’ve been hanging around the accounting world lately, chances are you’ve heard the term CAS accounting thrown around. But what is CAS accounting, exactly? And how [...]
When onboarding a new accounting client, you want them to feel welcome, well-informed, and ready to get the ball rolling. A well-written welcome guide can help you [...]
Trust is key for any relationship to be successful — including the relationship between you and your bookkeeping clients. As a bookkeeper, your clients trust you with [...]
First impressions are vital for establishing good working relationships with bookkeeping clients, and a welcome packet can help you make a good one. A welcome packet combines [...]
Your clients are the heart of your bookkeeping firm, and that’s why it's so important to develop a client-centric experience. Essentially, that just means putting your client's [...]
Good communication can turn an average client experience into a great client experience — and workflow automation could be the difference maker. By using the right tools [...]
Referrals are by far the best way to get the word out about your business, so how do you turn a client into an advocate for your [...]
