Jason On Firms Podcast 497 How To Get Accounting Clients to be More Responsive!
Aug 8, 2025
Explore strategies to boost client engagement in the accounting world, tackling the all-too-common issue of unresponsive clients. Delve into the transformative power of AI tools and how they’re reshaping the industry. Also, discover the lasting importance of professional credentials like CPA amidst these changes. Don't miss insights from firm owners who share their experiences in adapting to this evolving landscape!
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Use Videos Only for Engaged Clients
- Use delivery videos selectively for clients who actually engage with them.
- Stop sending videos if clients consistently ignore them to save time and effort.
Client Value Drives Responsiveness
- Client responsiveness often reflects how much they value your services.
- Clients who truly appreciate your work engage more and are easier to work with.
Use Client Admins to Offload Tasks
- Identify if clients have an admin or assistant to help manage communication and requests.
- Use this to reduce direct client frustration and improve workflow.