Category: Client Relationships

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Tips & Tricks: Setting Browser Start Pages to Inspire Client Engagement

We all agree that getting clients to engage with new technologies can oftentimes be a significant roadblock to implementation. This is especially true when the solution requires them to alter their normal behavior and do things differently than they are used to. Finding easy ways to get clients to adopt and use new tech is...

Becoming a Client-Focused Firm
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Becoming a Client-Focused Firm

A client-focused firm uses its expertise to understand the clients’ needs and delivers services so that accountants and their clients receives the maximum benefit. We worked with Think Leader Consulting and Aero Workflow to put together a free guide for accountants and bookkeepers that will help your firm: -Learn the benefits of being a client-focused...