one key takeaway has been the importance of tailoring the reporting & communication templates, frequency, and delivery methods to meet each client's preferences. Though data points are often ...
Balancing client communication and lead generation is like juggling flaming torches while on a unicycle. So how do you do both? Master Multitasking: One hand on the phone with a client ...
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This not only enhances client satisfaction but also reinforces the accountant's role as a trusted advisor. Regular communication around MTD preparation and what it will mean to them can further ...
Notion, as my colleagues at TechCrunch scooped earlier Thursday, is announcing an email client at its first “Make with Notion” user conference. For now, Notion Mail is in preview, and at least ...