Managing clients is tricky business. Some clients are interested in many services and pay on time. Others use just one or two services but still bring in profits. And then other clients complain, treat employees badly, and pay late or not at all.
Jamie Thomas, director of marketing for BDO USA LLP’s Southeast region, addressed the complex topic of “effective client management” during a session at the AICPA ENGAGE Conference in Las Vegas in June.
Click here for Thomas’ tips for firms that want to better manage their clients.