and how to handle clients once their tax issues are resolved.
by jassen bowman
tax resolution systems
your ability to successfully manage a large client volume is directly related to your enforcement of procedural compliance upon your staff.
more: some office nuts and bolts | what to say on phone calls about fees | use checklists to manage your tax firm | tax resolution staff roles and responsibilities | follow up with leads longer
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you should manage all internal processes systematically, and your staff should handle all client matters systematically as well.
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