From accountant to business partner: 7 ways you can meet (and exceed) client expectations

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Feb 8th 2018

For many years accountants have been told that change is needed for firms to survive and prosper in a modern, automated world.   But many firms are left with the question of  what exactly should that change look like.

This guide examines, from the client's perspective, what direction you might want to take your firm if you want to meet and exceed their expectations.

Inside you'll learn:

  • How clients want to engage with you and your practice
  • What skills and experience they expect from you
  • What services they most commonly ask for (but often aren't provided)
  • How you can begin to structure your firm to deliver them

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