{"id":121596,"date":"2024-01-16t18:08:12","date_gmt":"2024-01-16t23:08:12","guid":{"rendered":"\/\/www.g005e.com\/?p=121596"},"modified":"2024-02-13t17:41:39","modified_gmt":"2024-02-13t22:41:39","slug":"how-to-maximize-on-site-client-meetings","status":"publish","type":"post","link":"\/\/www.g005e.com\/2024\/01\/16\/how-to-maximize-on-site-client-meetings\/","title":{"rendered":"how to maximize on-site client meetings"},"content":{"rendered":"

\"\"<\/strong><\/p>\n

plus two traps to avoid.<\/strong><\/p>\n

by penny breslin<\/i>
\nit\u2019s not just the numbers<\/i><\/a><\/p>\n

\u201cwe can evade reality, but we cannot evade the consequences of evading reality.\u201d \u2013 ayn rand<\/p>\n

the reality is that the robots and ai are here, and they will eventually take over much \u2013 if not all \u2013 of the day-to-day work that is typically done by a human interacting with a computer. you may not like it, but you cannot avoid it. so utilize robots to make your life easier.<\/p>\n

more: <\/strong>use timesheets for productivity, not billing<\/a> | best practices for source doc permissions and handling<\/a> | every back office support client needs a playbook<\/a> |\u00a0strengthen client ties with workflow tools<\/a> | understand your online marketing options<\/a> | narrow your prospects by choosing a vertical<\/a> | advisory services done your way<\/a> | ai is not your enemy<\/a>
\n\"goprocpa.com\"exclusively for pro members. <\/span><\/strong>log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n

prepare for your meeting<\/strong><\/p>\n

do your homework before going out to the client\u2019s office. if this is an existing client where you have been doing standard compliance work, review the data in their accounting program and make sure you are working with up-to-date information. if this is a new back office support prospect, ask to review their accounting data before going out to their offices. if they are not open to this, it may require an extra visit. the steps below assume you have either worked on the client\u2019s accounting in some capacity, or you have had the opportunity to review the accounting files.
\n read more →<\/a><\/p>\n