FRIDAY, OCTOBER 25 / 2:00PM – 2:50PM / ROOM – DANNER WEST
Session #30 (Track 3 – Professional) Danner West
SPEAKER DETAILS:
SPEAKER: Judie McCarthy, CEO & Founder, Client Hub
SESSION TITLE: The Cost of Chasing Clients and How to End the Chaos
SESSION DESCRIPTION:
Accounting professionals waste an average of 30% of their time chasing clients for the documents, answers, and information necessary to complete their work, significantly affecting the firm’s bottom line. In this presentation, we will reveal why it is so challenging to obtain information from clients and provide actionable steps to establish a clear and effective client communication policy. By implementing this policy, clients will better understand the impact of their timely cooperation and how to facilitate smoother interactions with your firm. Ultimately, this approach will enhance the client experience, boost productivity, and reduce stress for your team.
- Identify Communication Barriers:Understand the common obstacles that hinder effective communication between accounting professionals and their clients, and recognize how these barriers impact productivity and the firm’s bottom line.
- Develop a Communication Policy:Learn the essential components of a clear and effective client communication policy that ensures clients understand the importance of timely cooperation and how to streamline their interactions with your firm.
- Enhance Client Experience:Gain strategies to improve the client experience by fostering better communication, leading to increased client satisfaction, higher productivity for your team, and reduced stress levels within your firm.
Field of Study: Business Management & Organization & Management Services
Program Level: Basic / 1CPE / Non-technical
Prerequisites: None
Advance Preparation: None
Speaker BIO:
Judie McCarthy is the CEO and Founder of Think Leader Consulting and the Co-founder of Client Hub. Over the past 20+ years, she has worked with thousands of accounting professionals and small business owners to help manage their accounting and implement cloud technologies to streamline their operations and increase productivity. As the Co-founder of Client Hub, she and her team have developed a secure platform to help accountants and bookkeepers be more productive, better manage their workflow, and securely communicate and work collaboratively with their clients. Judie is a 25-year QuickBooks ProAdvisor and is Advanced Certified in QuickBooks Online.
Email: Judie@ClientHub.app
LinkedIn: https://www.linkedin.com/in/judiemccarthy/
FaceBook: https://www.facebook.com/judie.mccarthy.969
Website: https://www.clienthub.app/