How to Level-Up Client Services

The Competition For Clients' Business Is Fiercer Than Ever

Firms that want to set themselves apart, maximize business opportunities and drive revenue need to go further down the path of establishing relationships with clients.

The next revolution in accounting involves improving, and ultimately developing excellence in, client services.

The concept is simple, but as always, the difficulty is in the details. Get all the information you and your firm need and start leveling-up your client services with advice from CPAs, business owners—and clients, too—on:

  • How to improve client workflows (and make getting information from them a lot easier)
  • How to establish, or hone, a firm culture that puts client services first
  • How to reset client expectations—and why saying "no" to them is sometimes okay




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