{"id":50356,"date":"2016-10-18t05:00:44","date_gmt":"2016-10-18t09:00:44","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=50356"},"modified":"2024-08-14t11:27:43","modified_gmt":"2024-08-14t15:27:43","slug":"8-ways-manage-clients","status":"publish","type":"post","link":"\/\/www.g005e.com\/2016\/10\/18\/8-ways-manage-clients\/","title":{"rendered":"8 ways to manage clients"},"content":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/10\/twomenhandshake_0o1a3155-956.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-50357\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/10\/twomenhandshake_0o1a3155-956-424x227.jpg\" alt=\"two men shaking hands across a table\" width=\"424\" height=\"227\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/10\/twomenhandshake_0o1a3155-956-424x227.jpg 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/10\/twomenhandshake_0o1a3155-956.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/10\/twomenhandshake_0o1a3155-956.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/10\/twomenhandshake_0o1a3155-956.jpg 648w\" sizes=\"auto, (max-width: 424px) 100vw, 424px\" \/><\/a>this is job 1 for the practice owner.<\/strong><\/p>\n<p><em>by <a href=\"\/\/www.g005e.com\/about-us\/bio-reeb\/\">bill reeb<\/a> and <a href=\"\/\/www.g005e.com\/about-us\/bio-cingoranelli\/\">dominic cingoranelli<br \/>\n<\/a><\/em><\/p>\n<p>whether you simply desire to improve your firm\u2019s operations or identify and implement a new long-term strategy, you need to be clear about the role that the owners, partners or shareholders should be playing in your firm.<\/p>\n<blockquote><p><b>more on performance management:<\/b> <a href=\"\/\/www.g005e.com\/2016\/10\/11\/the-role-of-rainmakers\/\">the limitations of rainmakers<\/a> | <a href=\"\/\/www.g005e.com\/2016\/10\/04\/different-roles-different-partners\/\">different roles for different partners<\/a> | <a href=\"\/\/www.g005e.com\/2016\/09\/13\/big-books-hurt-firms\/\">how big \u2018books\u2019 hurt firms<\/a> | <a href=\"\/\/www.g005e.com\/2016\/08\/18\/developing-three-year-vision-video\/\">developing a three-year vision [video]<\/a> | <a href=\"\/\/www.g005e.com\/2016\/07\/19\/how-to-choose-a-merger-candidate\/\">more merger questions than you imagined<\/a> | <a href=\"\/\/www.g005e.com\/2016\/06\/28\/mps-how-to-elect-them-and-fire-them\/\">mps: how to elect them \u2026 and fire them<\/a> | <a href=\"\/\/www.g005e.com\/2016\/06\/07\/monitor-goal-progress\/\">partners as role models: the good, bad &amp; ugly<\/a> | <a href=\"\/\/www.g005e.com\/2016\/05\/17\/managing-managing-partner\/\">managing the managing partner<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-49700\" src=\"http:\/\/4f2bur4nuye2cgakm2rm61qk.wpengine.netdna-cdn.com\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1470686574894.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2016\/10\/18\/8-ways-manage-clients\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p>to be sure, the roles and responsibilities of a cpa firm owner or owners will vary from firm to firm, based on that firm\u2019s needs and circumstances, and you need to adapt any recommendations to fit your firm\u2019s situation.<br \/>\n <a href=\"\/\/www.g005e.com\/2016\/10\/18\/8-ways-manage-clients\/#more-50356\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/10\/twomenhandshake_0o1a3155-956.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-50357\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/10\/twomenhandshake_0o1a3155-956-424x227.jpg\" alt=\"two men shaking hands across a table\" width=\"424\" height=\"227\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/10\/twomenhandshake_0o1a3155-956-424x227.jpg 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/10\/twomenhandshake_0o1a3155-956.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/10\/twomenhandshake_0o1a3155-956.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/10\/twomenhandshake_0o1a3155-956.jpg 648w\" sizes=\"auto, (max-width: 424px) 100vw, 424px\" \/><\/a>this is job 1 for the practice owner.<\/strong><\/p>\n<p><em>by <a href=\"\/\/www.g005e.com\/about-us\/bio-reeb\/\">bill reeb<\/a> and <a href=\"\/\/www.g005e.com\/about-us\/bio-cingoranelli\/\">dominic cingoranelli<br \/>\n<\/a><\/em><\/p>\n<p>whether you simply desire to improve your firm\u2019s operations or identify and implement a new long-term strategy, you need to be clear about the role that the owners, partners or shareholders should be playing in your firm.<\/p>\n<blockquote>\n<p><b>more on performance management:<\/b> <a href=\"\/\/www.g005e.com\/2016\/10\/11\/the-role-of-rainmakers\/\">the limitations of rainmakers<\/a> | <a href=\"\/\/www.g005e.com\/2016\/10\/04\/different-roles-different-partners\/\">different roles for different partners<\/a> | <a href=\"\/\/www.g005e.com\/2016\/09\/13\/big-books-hurt-firms\/\">how big \u2018books\u2019 hurt firms<\/a> | <a href=\"\/\/www.g005e.com\/2016\/08\/18\/developing-three-year-vision-video\/\">developing a three-year vision [video]<\/a> | <a href=\"\/\/www.g005e.com\/2016\/07\/19\/how-to-choose-a-merger-candidate\/\">more merger questions than you imagined<\/a> | <a href=\"\/\/www.g005e.com\/2016\/06\/28\/mps-how-to-elect-them-and-fire-them\/\">mps: how to elect them \u2026 and fire them<\/a> | <a href=\"\/\/www.g005e.com\/2016\/06\/07\/monitor-goal-progress\/\">partners as role models: the good, bad &amp; ugly<\/a> | <a href=\"\/\/www.g005e.com\/2016\/05\/17\/managing-managing-partner\/\">managing the managing partner<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-49700\" src=\"http:\/\/4f2bur4nuye2cgakm2rm61qk.wpengine.netdna-cdn.com\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1470686574894.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2016\/10\/18\/8-ways-manage-clients\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">2022世界杯足球排名 today<\/a>.<\/span><\/p>\n<\/blockquote>\n<p>to be sure, the roles and responsibilities of a cpa firm owner or owners will vary from firm to firm, based on that firm\u2019s needs and circumstances, and you need to adapt any recommendations to fit your firm\u2019s situation.<br \/>\n <a href=\"\/\/www.g005e.com\/2016\/10\/18\/8-ways-manage-clients\/#more-50356\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"author":1644,"featured_media":47944,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[2327,2259,1908,2371,2374,2274,3120,2297,9,2298,2301],"tags":[4278,3958,2429,4281,643,715,572,4283,62,38,57,1416],"class_list":["post-50356","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-innovation","category-leadership","category-management","category-mergers-acquisitions","category-pay-compensation","category-pricing","category-pro-member-exclusive","category-staffing","category-strategy","category-succession","category-talent","tag-billing-rate","tag-cpa-billing-rates","tag-earnings","tag-fee-structure","tag-hiring","tag-jobs","tag-pay","tag-pricing-rates","tag-retirement","tag-salary","tag-succession","tag-wages","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- 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