How to free up more time to engage with clients

Are you struggling to find time to really engage with clients? See my top 5 tips below.

1. Streamline client data collection and processing
2. Delegate responsibility for compliance relationships
3. Delegate client administrative tasks where possible
4. Appoint a workflow manager to take control of jobs
5. Establish targets for client discovery time and monitor

Click to view the supporting video presentation.

Dale Crosby

Dale Crosby

Dale is passionate about helping the people of accounting and advisory firms use technology to really engage with their clients and their colleagues.
Dale Crosby
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