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Tuesday, September 20, 2011

10:45 AM - 11:10 AM
Track: Client Accounting Services Best Practices View Track

CLIENT FULFILLMENT: DELIVERING THE PROMISE (PART ONE)

Jennifer Katrulya, CPA CEO, BUSINESS MANAGEMENT RESOURCE GROUP, LLC

 

Today’s successful practices are the ones that revolve their business around their clients.

 

Yet how often are products or services dreamt up, produced, marketed, sold and distributed without any input from a potential client? And how often are the internal procedures of a practice set up to suit the business’ convenience rather than to enhance the client’s experience?

 

This session discusses how to focus on adding value by designing processes such as technology, training and internal processes to support a strategy of client-centricity throughout all areas of the organization.

 

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