Client Service Must-Haves for CPA Firms - a podcast by Pennsylvania Institute of Certified Public Accountants

from 2020-04-09T11:00

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In the second of our five-part monthly series on the top priorities for CPA firm management, Ira Rosenbloom of Optimum Strategies in Spring House, Pa., explores the qualities that service systems must have to satisfy clients. Among the traits he touches upon are accessibility, proactivity, and time-sensitivity.

To read the full transcript click here.

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