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Client Relationships

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Client Relationships
Client Onboarding: 6 Steps to Happier Clients and Lower Attrition Rate

You did it! You finally landed that much-anticipated client. The big one or the first one or just another one. So it’s time to get to work, right?

4/26/22 LEARN MORE
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Client Relationships
How to Effectively Seek Feedback Through Client Reviews

Most accountants are great at what they do. An article from WallStreetMojo states that CPAs “are adept at handling complex financial dealings through prompt human interaction.”...

3/29/22 LEARN MORE
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Client Relationships
Top 3 Must-Haves For Accounting Customer Experience

Customer experience is crucial at your accounting firm. Not only will an amazing experience make clients happy, but it means gaining more clients in the long run. That's because,...

3/09/22 LEARN MORE
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Client Relationships
Why You Need Client Experience Processes

As service providers, accountants have always paid close attention to providing exceptional client service to their clients. While that’s still imperative, client service is not...

2/22/22 LEARN MORE
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Practice Management
8 Ways To Encourage Your Clients to Pay on Time

Accounting practices are like most other small businesses when it comes to managing cash flow. If your clients aren’t paying what they owe you on time, you may have difficulties...

10/04/21 LEARN MORE
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Practice Management
4 Ways to Keep Your Clients Happy and Loyal

While maintaining transparency is an important step to building strong client relationships, there are other things you can do to make clients happy. Happy clients are clients who...

9/13/21 LEARN MORE
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Practice Management
3 Things You Should Do With New Clients

There’s nothing quite like that feeling of landing the perfect new client. Not only is it great to watch your accounting practice grow, but there’s something about the chance to...

9/08/21 LEARN MORE
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Practice Management
How to Build Strong Client Relationships at Your Accounting Firm

Building strong client relationships in your accounting firm is one of the most important things you can do to have a successful business. Happy clients who keep coming back for...

8/31/21 LEARN MORE
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Client Relationships
Why You Should Wish Clients a Happy Birthday and How to Get Started

Showing your clients you care can come down to the small details — even typing their name in an email, rather than addressing the note as “Dear Client” can make a big difference....

8/26/21 LEARN MORE
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Tax Resolution
What To Do If Your Client Gets an IRS Notice

Getting an IRS notice in the mail is probably one of the more frightening tax-related things that can happen to most of your clients. Often, taxpayers are so overwhelmed by the...

8/24/21 LEARN MORE
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Practice Management
Best Practices for Retaining Clients at Your Accounting Firm

You can’t expect to retain clients without a strong relationship with your clients. Always get to know who they are as a person and identify what their needs are early on in the...

7/29/21 LEARN MORE
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Practice Management
Hear from Industry Experts on Growing Client Advisory Services

Earlier this week, Canopy hosted a webinar in a partnership with Divvy sharing advice from experts about how to grow your firm by offering Client Accounting and Advisory Services,...

7/01/21 LEARN MORE
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Practice Management
3 Strategies to Improve Client Follow-Up At Your Accounting Firm

An important piece of developing long-lasting relationships with clients is an effective checking-in method. There are different kinds of client follow-up for the different stages...

6/24/21 LEARN MORE
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Practice Management
Advising Clients on the Child Tax Credit

More than 36 million families will receive letters from the IRS in the coming weeks. But this time, it’s good news and you can ease your clients' worry when they call you freaking...

6/17/21 LEARN MORE
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Practice Management
5 Simple Ways to Look Professional on Video Calls

Virtual meetings are a necessity in the modern workplace and they can be a great way to stay in touch with your colleagues and clients who live in far-away places. Here are five...

6/14/21 LEARN MORE
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