Engaging your Clients
Clients want a different experience in the 21st century from their CPA’s, accountants, and tax preparers. Specifically, they want:
- Fewer meetings
- Fewer phone calls
- Fewer e-mails
But they still want great service. They just want to communicate on their terms when they want the communication. They don’t want you to call them in the middle of family time with tax return questions. They want you to take less time from their schedules, but accomplish more in terms of forward looking advice.