Client communications

There are many ways of keeping in touch with clients in a regular and unobtrusive manner.

The “organizer” is no longer something that most clients will actually fill out and stuff, staple and paperclip.

Everything you should do vs. what you can do vs. what you want to do vs. what you will do.

There’s a reason why 20 percent of surfers catch 80 percent of the waves.

You may bring 10 years of accounting experience from a great firm, but that doesn’t mean you’ll have a full roster of clients on day one.

Traditional approaches to marketing and lead generation are becoming less and less effective for accountants. Build trust first.

Communicate and carry yourself in a manner that boosts perception with clients and stakeholders.

‘De-commoditize’ yourself by filling the role technology can’t play.

The system uses artificial intelligence and predictive analytics to deliver the latest tax news and insights to affected clients.