client service opportunities

four tough questions facing every accounting firm about client service

and dozens of possible answers!

at a recent staff workshop, there was a brainstorming session to answer some key questions about what constitutes excellence in client service. four questions were placed on the table:

1. how can we make it easier for our clients to do business with us?

2. how do we meet and exceed expectations?

3. how do we overcome an attitude of indifference on our part towards the customer?

4. how do we make the workplace a more positive place to work?

here are the results from the attendees. how many of these items could you deploy in your office?

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4 responses to “four tough questions facing every accounting firm about client service”

  1. marc

    timesheets are an important management tool but too much emphasis is put on budgets and without the why part.

    the greatest one thing a firm can do is on time delivery. clients are happy. staff then has a positive experience with clients and the feeling of accomplishment and on time delivery does away with the fire drill office.

  2. robert bourke

    adobt a belief system of service to others.

  3. ed kless

    there is one answer to all four questions – get rid of time sheets.

  4. daniel stoica

    awesome questions!

    if we can answer these questions, we have a focused marketing strategy.

    thank you rick!