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Jason On Firms Podcast
379 How To Handle The Client That’s Too Much Work!
Dec 6, 2024
Discover the challenges of dealing with disorganized clients and the importance of setting realistic expectations. Dive into client-provider relationships, emphasizing transparency and innovative financial tools. Learn how to align client engagements and empower your team to enhance productivity. Explore strategies for evaluating client satisfaction and modernizing rural accounting firms to attract younger clientele. Effective communication and operational efficiency are key to better service delivery.
39:22
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Quick takeaways
- Adopting a phased approach for improving disorganized client processes allows accounting professionals to manage expectations and transitions effectively.
- Standardizing accounting practices through an internal service library enhances efficiency and consistency, even within custom client engagements.
Deep dives
Dealing with Overwhelming Clients
Managing clients who are disorganized can lead to significant challenges for accounting professionals. It is important to recognize the initial workload that might be required when stepping into a client's chaotic process, and to avoid the temptation to make everything perfect immediately. Instead, adopting a phased approach where improvements can be made over time allows for realistic expectations and smoother transitions. Acknowledge that some projects may necessitate ongoing efforts and adjustments to reach the required standard without compromising service quality.
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Listen to the best highlights from the podcasts you love and dive into the full episode