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The resources focuses on specific topics relating to the
accounting and bookkeeping industry. Take advantage
of the information and tools in these resources.
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1. DEALING WITH CLIENTS
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2. SALES & SERVICES
3. PRACTICE MANAGEMENT
4. CLOUD COMPUTING
5. OPERATIONAL EFFICIENCY
6. STAFFING ALTERNATIVES
7. NETWORKING
1.3. Notifying Clients About Their
Upcoming Deadlines
A large majority of accounting/bookkeeping firms operate on a responsive
model. Clients bring in work when they bring it in and it is completed on a
first­in, first­out basis.
This strategy is flawed in many ways:
• It is difficult to predict workload
• It is difficult to schedule staff vacations and time off
• The control of the firm is placed in the clients' hands
• Clients may think that their business is not important to you
• Client may forget deadlines and receive penalties
• It looks unprofessional to be constantly battling fires
A proactive approach, of notifying your clients of upcoming deadlines, gives you more control
over the work you already have and allows you to see what is due to be coming in.
It reassures your clients that they are important to you and gives them enough time to get
everything to you. Gaining back this control will help to eliminate stress for everyone in
the company.
Clear Biz has built this proactive approach into the software. It will
automatically send notifications to your clients, reminding them of their
upcoming deadlines.
Jeff Borschowa
Published author, educator and curator of all things related to accounting
efficiency and technology. I first joined the accounting world in 1991 and
has spent the bulk of my career working with and advising small to
medium-sized enterprises. www.dreampractice.ca
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