Jason On Firms Podcast 379 How To Handle The Client That’s Too Much Work!
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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.
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Managing Messy Clients
- Acknowledge the mess and set realistic expectations over time.
- Resist perfecting everything in the first month, especially with disorganized clients.
Delegate to Client
- Don't feel obligated to handle everything yourself.
- Evaluate if some tasks are better suited for the client's in-house team.
Renegotiate Respectfully
- Approach renegotiations as a collaborative exploration, not an ultimatum.
- Discuss roles and responsibilities openly with the client.