You can create a scalable, sustainable firm and client culture of respect & work fulfillment if it is know who your firm loves to do business with, what your technology is going to be and what the work is that your firm loves & does well.

You need to communicate clearly if you are going to collaborate effectively with your clients - ideal or soon to be - especially when using cloud technology. And those communications need to be branded, templated and systemized if you want to truly optimize your client relationships.

In his workshop we will build out an actual ideal client profile using a worksheet designed specifically for accounting professionals.

And then we will craft collateral that sets the expectations for communication and document sharing.  It's time to create documents - emails, questionnaires, contracts, instructional handbooks & videos - that empower your clients to be confident and competent in their role with your firm, with little day to intervention on your part.  

But - content creation - scary, right!?  No! Let's make this "must-do" seamless with a discussion on how to make your communications concise, client-facing and actionable.  And let's engage in a demo of apps that make the process simple, even fun.  Let’s build out a few actual content pieces.

We will set you and your clients up for respectful, meaningful relationships with templates content that is systemized into workflows that can be used for seamless onboarding and client accounting work.

Learning Objectives: 

• Create an actionable ideal client profile

• Learn to craft consistent, concise communications to collaborative effectively and respectfully with clients

• Layout plans to use the communications in workflows to gather timely information, set boundaries & expectations