Talking about client support and communication.
It’s not easy to say goodbye, but a client offboarding checklist can help make the process of separating from a client as painless as possible. We get [...]
You never get a second chance to make a good impression. From our first ventures into the “real world,” we are taught to be mindful of the [...]
The first 90 days of an engagement is a crucial period that can set the tone for your firm's relationship with the client in the future. Therefore [...]
Documenting your firm’s procedures is a big job - and one you don’t want to ignore. And, much as I hate to be the bearer of bad [...]
The foundation of a good workflow system is making sure the resources needed by your staff to perform their work are in a secure but central location. [...]
Managing client support is vital to your profitability on fixed fee engagements. What is client support? Client support refers to the work performed by your firm when [...]
