How to Ensure Efficiency and Client Service

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This guide is an essential process workbook for small firms

A long-established firm can spend years evolving processes and procedures to deliver excellent client service efficiently. But when you're starting fresh and rely on referrals and client retention, you may not have that luxury.

In this guide, veteran tax practice owner Susan Tinel, EA, explains how you can get the jump on those established firms.

Fill out the form on this page for an instant download.  You'll also receive a convenient link back to the document by email so you can download the file to your other devices.

Inside you'll learn

  • The key four key lists you need to make, and how to create them
  • How to define your proposals, engagements and onboarding processes
  • How to establishing an easy-to-follow process chain
  • How to keep track of work in progress, and billing for it
  • And MUCH more in a simple, easy-to-digest way
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