You went into the accounting industry because you have a big heart. Your super power is creating order out of chaos and then immediately understanding the story the numbers tell - and you use this awesome combination to help your clients make better business decisions, and they love you for that. That’s the fun part of your job!
The “less fun” part is that to do that, you have to keep up on so many things every day - it never ends! You have things coming at you from all angles, and sometimes even on social media!
Luckily you are good at organizing your own work and have tools in place to track your due dates, daily and monthly workflow and hand-offs between staff. BUT WHAT ABOUT CLIENTS? How do you “organize” them? How do you keep them on track? And how do you establish clear boundaries so your personal life is reserved for you and your family?
This webinar will provide a clear path through for practitioners from any size firm. The key is to set up healthy habits for clients and staff, that result in everyone getting their work done quickly and without friction or hassle. Then everything flows!
**Clearly state what needs to change in your practice for you to feel joyful and in control
**Understand WHY clients persist in using too many methods to communicate with you, then learn how to use that to your advantage
**Discover the “magic words” you can use to get them to take security seriously
**Learn how game-changing client communication tools make everything fall into place