Jason On Firms Podcast

360 The Power of SCRIPTS For Accounting Firms

Nov 4, 2024
Discover the power of scripting in accounting to enhance client interactions and streamline processes. Learn key elements for effective scripts, including open-ended questions and handling common scenarios. Strategies for capturing client information to improve future communications are discussed, along with the significance of cash visibility and financial projections. Engage in role-play to tackle cash flow challenges and see how structured scripts can boost team communication efficiency. Transform your approach and elevate client experiences!
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