Tag Archives: client experience

Client frustrations will happen: use your learnings to strengthen your firm’s marketing

  You’ve had an issue with a client. You’re both feeling annoyed and frustrated, and

What to do when you lose a client (or multiple clients) and you want to cancel everything

It’s happened. That big client you knew was a major portion of your revenue, and

Onboarding: The machine with the human on top

Recently, I was talking to one of our accounting firms who has put a lot