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how to train clients

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skip this, and both service and satisfaction decline.

by frank stitely
the relentless cpa

you’ll hate me after this post. i’m about to reveal that many of the behaviors that you rationalize as good client service are really just desperate measures to avoid losing bad clients. we’ll talk about getting out of that mess later.

more: avoiding projects hung up in process | when clients create errors | how we killed the tax season client meeting | why small firms can win the talent wars | there are no easy answers | how to thrive as a 21st-century firm | farm-aid for accountants? | whittle down wip
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clients are trainable – at least as trainable as jack russell terriers. that is to say, they’re somewhat trainable. however, like jack russell terriers, you train clients or they’ll train you. somebody’s getting trained. here’s an example of how that works.
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20 best practices for staff training and retention

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number 20 with target and arrows in center of zeroare they employees or team members?

by ed mendlowitz
call me before you do anything: the art of accounting

colleagues complain that it is hard to train staff because they do not listen, and even if they were trained properly, they would then leave, preventing recoupment of the training costs.

more: why create an accounting firm business model? | advice to new accountants | clients don’t lose sleep for overpaying taxes | when time-based pricing works | how auditing is like a pirouette | ¿que es bookkeeping?
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i hear what they are saying but do not agree with either premise. training is essential and must be committed to by the partners and owners and become part of the firm’s culture.
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strategic planning for the small firm

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dial with arrow pointing to word "strategy"plus actionable tips for each area.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

question: do you recommend strategic planning for a small accounting practice?

more: does your staff know all the services you provide? | four tips for new partners | an alternative to pro bono | 14 better uses for timesheet data | 9 must-haves for firm growth
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answer: i recommend it for everyone. it is important for larger firms to make sure the partners are on the same page.
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retaining documents: how long and who decides?

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finger pressing delete keyrepeat as necessary: you don’t have to keep everything.

by roman h. kepczyk
quantum of paperless: technology guide & checklist

managing digital files is in many ways similar to managing paper files in that the firm must have standards for who can create a document, add to or edit a document, file it, and eventually purge the file. unfortunately, as digital files are on the network and “out of sight,” many firms are not really aware of what files are stored, the most current versions and whether or not they should be deleted.

more: the 4 buckets of firm knowledge | why digital communications matter | the right tech tools for covid work-from-home | it’s 10 p.m. do you know where your backups are?
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as firms transition to the “less paper” environment, it is recommended that they implement a digital document retention policy and make users accountable for adhering to this policy.
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the power of stress testing

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the four steps to take.

by anthony glomski and russ alan prince
your $5-million high-net-worth practice

the everyone wins process is at the center of how you can maximize wealthy client relationships. most often, this is a function of aligning interests. the process is also core to generating new business from these clients and other professionals. the ability to add value often plays a significant role in being referred by other professionals to their best clients.

more: product-neutral or product-inclusive? | the family office model | guiding clients through covid | help your referral sources become thought leaders | the new way to get the best clients | maximize referrals from wealthy clients | what the wealthy want | the four-step process for client-focused business development | building a high-net-worth practice during covid-19 | the essential process for building a high-net-worth practice | what the wealthy need | setting financial and practice goals
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at the same time, there are many different ways to frame your conversations based on the self-interests of the wealthy to optimize their financial worlds and accelerate results. stress testing is one of those ways.
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