![]() ![]() It can be tough to remember what I did yesterday, and now I can pull this up, and it will tell me exactly what we talked about, what we are supposed to do, and so forth. “The thing that everyone has found extremely useful is the ability to document phone calls and other stuff coming in directly into their workflow, which has just been incredible. If a client called and asked them to send a return, they didn’t have an efficient way to know if that call happened or if the work got done,” added Jim Rogers, JNW President.Īfter using Financial Cents to manage client work and communication, an excited Jim returned to say ![]() “Sometimes we have conversations with clients that required some type of response, and it was hard to know if it got done. We were spending time trying to track down files and what needed to be done next, which would cause things to fall through the cracks. “What drove me crazy was that it seemed like we didn’t know where certain things were. Nancy Louden, JNW’s Managing Director, said: Founded to help businesses solve accounting and tax challenges, its inability to manage client communication and work threatened its ability to scale. Importance of Client Communication for Accounting Firmsįew accounting firms have had a better turnaround in their client communication experience than JNW Group. Whether you’re emailing or calling them, sending clear, concise, and contextual messages will help prevent conflict (or ensure quick resolution if any arise), and improve your client relationships. The Meaning of Client CommunicationĬlient communication is any interaction (written or verbal) between your firm and its clients. Implementing a client communication strategy for your accounting firm will help you build trust, intimacy, and a reputation for helping clients reach their financial goals with grace so that you can scale your firm. You don’t have visibility into who at your firm spoke to the client, when, and about what, causing things to be missed or compliance issues.Client work often falls behind schedule because clients are not responding to your request for information and documents.Your email inbox is overwhelming, causing communication and client work to slip through the cracks.You’re too busy to update clients on the status of their work.You don’t know when, where, and how to communicate with your clients.This is what a broken client communication system looks like: It is important that accountants understand how to clearly communicate with clients. But between the right message, the right time, and the right channel most accounting firm founders crumble under the weight of client communication. Sending the right message at the right time through the right channel can put your firm miles ahead of other accounting firms. “Under the right circumstances, no one doesn’t want to be contacted,”-someone wiser than me once said. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |