Category: Business, Client Experience, Leadership

Your Client’s Cull List

Nov 7, 2022 | Business, Client Experience, Leadership

Professional service is all about using your technical skills and applying them to client needs and problems. So it is imperative to know what your clients need and want. While each client has specific issues that concern them, your service offerings may look similar...

More Than An Explanation

Aug 14, 2022 | Business, Client Experience

Simpler Terms In a recent coaching call, the manager mentioned that he loves his work. He’s a Business Valuation specialist on his firm’s Mergers & Acquisitions Team. In our conversation, we talked about how his work is so much more than the technical aspect. He...

The Dreaded Fee Question

May 22, 2022 | Business, Client Experience, Leadership, Personal Management

The Hot Topic It seems that whenever I talk with managers and some partners about difficult situations that they encounter, fee discussions with clients rise to the top. There seems to be a real apprehension among providers to discuss their fees. It takes confidence...

Be Available

Apr 16, 2022 | Business, Client Experience

Focused on Busy Whenever we get really busy with something important, we focus on that one thing and put everything else in the background. What have you put off that needs your attention now? One thing you are less aware of is your clients’ activities. You spent...

Positive Client Relationships From The Start

Feb 20, 2022 | Business, Client Experience, Leadership, Performance

Clients New To You Last week’s Monday Message was about you assuming some of the responsibility for your clients behaving badly, like delaying getting their information to you on time or providing incomplete or inaccurate information. It resonated with many of the...

Reduce Client Delays A Better Way

Feb 13, 2022 | Business, Client Experience, Leadership, Personal Management

Client Delays Are Everywhere In my earlier days while working in a CPA firm, I observed a repeated occurrence that seems to be common in firms across the nation. It has to do with feeling frustrated by client delays in submitting their information. When clients have...

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Professionals who have coaches perform better than those without coaches. If your staff and leaders need help increasing their personal and professional potential, contact me to discuss professional coaching options. Presentations related to firm health and growth are also available for firm meetings and association conferences.

Phone: 304.677.0296

Email: guy@partnerscoach.com

PartnersCoach is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Category: Business, Client Experience, Leadership

Your Client’s Cull List

More Than An Explanation

The Dreaded Fee Question

Be Available

Positive Client Relationships From The Start

Reduce Client Delays A Better Way

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