Firms who make it drop-dead easy for clients to work with them, and still maintain a secure environment, have an enduring advantage over firms who are still using the traditional methods of communicating with clients. The profession continues to change, as do client expectations. It’s no longer just about delivering a quality product or service. It’s about delivering an overall experience to clients—one that makes them feel good, confident, and willing to come back time and time again. 

Heightened competition and the modernization of client needs have challenged bookkeepers to find new and innovative ways to stand out from the crowd. In addition to competition, it isn’t enough anymore to simply use email plus a portal—your Millennial and Gen Z clients expect a seamless experience without having to step out of their day to get you what you need. Many don’t own a printer or a scanner, so it’s imperative that you give these busy mobile clients a solution that works for them, AND for you.

Come and learn in this session how making a few simple changes in how you communicate with clients can make a HUGE difference in your ability to attract and retain the clients that you really want to work with—the premium clients who abide by your rules, understand the need for security, and most importantly, view you as a key part of their success team. Your staff will get more done, your clients will love working with you, and your firm will be positioned to thrive. 

Key topics covered in this webinar:

• What are clients looking for when they select a firm today? 


• How can you create an overall client experience that is convenient and predictable? 


• How do you choose the right technology? 

• Identify key factors involved in client response rates 


• Evaluate how easy your firm is to work with, compared to other firms of similar size 


• Recognize an easy and affordable way to get clients to respond quickly to requests