clients will feel seen, heard and helped.
by hitendra patil
client accounting services: the definitive success guide
many client accounting services professionals are eager to offer “advisory,” but they sometimes struggle to make their conversations truly feel like advice. the tools are available, and the data is clean, yet something still feels a bit off.
more by hitendra patil
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why? because most client interactions rely on reactive reporting, when they should be guided by proactive exploration, and that’s the problem. cas is far more than just about what you say. it’s about how your insights meet your client’s world.
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