Your clients are the lifeblood of your accounting practice, but they also consume a huge chunk of your time. When was the last time you looked closely at the processes that impact your efficiency with your clients?
In this video, Ian outlines five strategies that will save your team a huge amount of time. Learn best practices involving all aspects of the client lifecycle, including onboarding, communication, collaboration, client tasks, training, and meetings.
The video will provide you with takeaways you can implement straight away, which will instantly improve your productivity with every client.