The Importance of Building Client Relationships
Originally presented on October 7, 2015 by Peter M Vessenes with iShade.
The accountancy world is moving away from traditional tax and audit work and towards providing strategic financial advice to your clients. As these changes happen, the role of accountants, bookkeepers, and business advisors shifts from being a behind the scenes partner, to having a critical role in the success of their clients. We’ve previously discussed why and how the accountancy world is changing and the importance of providing other services to clients. In this session you will learn how building relationships is important to your practice.