Tax season is once again behind us. In the months ahead, your calendar will continue to fill up with appointments that resulted from the client needs you uncovered during the first part of the year. Now is a good time to think about client service – how efficiently and effectively you deal with your clients’ needs, and how your clients perceive your value in their lives.
Three ideas stand out from the collective experiences of our advisors and facilitators and these may help you as you evaluate your own method of client service.
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Source: Nate Biddick
www.accountingweb.com