Clients are more engaged and compliant if expectations of their responsibilities are clear, workflows are pre-set for them, Tax Agency best practices are established, and they understand the basics of bulletproof bookkeeping.
If you don't take the time to provide this information, clients are not confident in collaborating with you. They don't know how to communicate with you, or supply information, and they don't know due dates. They lack confidence in the tech and they are unsure how to reach out for support...
A Client Guidebook creates clarity and empowers your clients so that they feel confident about what's getting done and their role in the process. It also positions your firm as the expert in this field.
It can be a lot of work to put together a comprehensive Client Guidebook from scratch.
Luckily for you, we’ve already done all the leg work! Created by accounting professionals, these templates create the conditions for a harmonious and efficient relationship with your new client.
