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| Welcome to our new issue full of tips for your practice.
Our first issue received enormous response from CPAs throughout the country. I’m glad you liked it.
As we enter the new millennium the future looks very bright for those who have the correct technology. Just as there is a standard method in dental care, there is a standard technology for the management of your practice.
We invite you to join us as thousands of other CPAs have to forge their way into the 21st century.
You can call 800-933-7538 or click here to contact us. |
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CONTENTS
Do
Your Clients Insist on Talking Only to You?
Too Many Things on Your Plate?
No
Need to Get Mad or Apathetic
Didn’t You Forget Someone Important?
All Work and No Fun Make for a Stressful Life
Want
a Good Inexpensive Computer?
Do Your Clients Insist on Talking Only to You?
As
flattering as that might be, it can also be very time consuming
and distracting. While we cannot emphasize enough how important
it is to your success that clients’ questions are handled
swiftly and courteously, you don’t have to constantly be
at the beck and call of the telephone.
If you wish to have your clients talk to your staff instead of
you, you must introduce the staff to them. Ideally, when a client
comes in he or she will be introduced to the person(s) who will
be handling their account. They should have a name, a face, a
brief history of the person’s background and credentials.
Whenever a new employee joins the firm you should introduce them
in a newsletter or other written communication to your entire
client base. This will go something like:
“We
are happy to announce the addition of Mary Bloom
to our firm."
Mary is an experienced accountant who has worked on individual
and corporate returns for the last 15 years. Her special expertise
is in the field of financial planning and she will be happy to
meet with you to review your portfolio at no charge.
“Mary is a mother of 10-year-old twins, Joe and Beth, and
between them, her husband Mike (a firefighter) and the
family cats, she is kept rather busy. How she finds time for
her golfing hobby, we have no idea!”
You want to make Mary very real to your clients; not just a name.
The personal information really helps. You should also add any
and all professional credentials and a picture, if possible.
If you’ve never done anything like that and many of your
clients do not know your staff, do a newsletter introducing all
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