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Client Service

Your new client onboarding process: What needs to be in it?

By Heather Townsend | February 17, 2025
Extraordinary client service
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How to use extraordinary client service to generate client referrals

By Heather Townsend | December 2, 2024
five star-shaped cookies to represent getting client referrals
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Buying behaviour for accountancy services has changed. Have you kept up?

By Heather Townsend | November 25, 2024
a person paying by card to represent buyer behaviour
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10 things your receptionist needs to do so you get referrals.

By Heather Townsend | October 7, 2024
receptionist to represent getting referrals
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The ultimate 3-step guide to handing over your client portfolio to a team member

By Heather Townsend | May 13, 2024
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How to get your clients to go to a team member first (not you!)

By Heather Townsend | April 29, 2024
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Delivering Bad News to a Client: An Accountant’s Guide

By Becky Rogers | August 8, 2022
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Keeping in touch with prospects to win new clients

By Becky Rogers | March 7, 2022
a man touch a window to represent winning new clients
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Managing difficult client conversations: 6 proven strategies

By Becky Rogers | February 24, 2022
a man screaming down a phone to represent how to handle difficult client conversations
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How to onboard new clients so they go “OMG!!”

By Heather Townsend | December 9, 2021
a little boy with his mouth wide open
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Recent Posts

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  • How to Stand Out as an Accountant or Bookkeeper in a Crowded Marketplace
  • How to build an effective recruitment process for your small accountancy firm

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    Blog

    The LinkedIn update that’s killing your small accounting firm’s visibility (and how to fix it)

    Growth Story: How Paul Wareham rebuilt his practice and his life after long covid

    What every small accounting firm owner needs to know about preventing a business crisis (before it’s too late)

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