The Accountant’s Year-End Checklist to Increase Client Satisfaction

Enhance the level of client service your firm provides with this checklist from Dawn Brolin.

by Dawn Brolin

Planning in relation to your client base really touches every aspect of your firm—but the two major areas to look at for strategic planning purposes is the quality of your clients and your interaction with them. Now is an ideal time to prune your client base so that you have the clients that your firm can truly serve best and the communication infrastructure in place to enhance the level of client service your firm provides.

Dawn Brolin
CPA, CFE
Powerful Accounting
Dawn is a Certified Public Accountant and Managing Member of Powerful Accounting, LLC - a nationally recognized accounting, tax and QuickBooks Consulting firm. She discovered the importance of the relationship between good accounting records, good business processes and running a successful business through her own experience as a business owner and now strives to "leave people better than she found them". Working with small to medium sized businesses including, contractors, non-profits, retailers and service providers, Dawn provides accounting, write-up, reporting, offsite CFO resources, tax return preparation and audit support services.