04 May Client Communications in 21st Century – What Works?
Posted at 18:24h
in Accounting practice management, Accounting workflow, CPA, CPA Lives Matte, CPA practice management, CPA workflow, Practice Management, Tax practice management, Tax prep workflow, Tax preparation, Workflow
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Let’s start with what doesn’t work: clients late for meetings, phone tag, and e-mail hell. If your primary communications methods are: meetings, phone calls, and e-mail, you’re losing out on a lot of money and a saner life. 21st century clients want all the same things...