you fixed their tax issues, now what?

plus client management checklists.

by jassen bowman

your ability to successfully manage a large client volume is directly related to your enforcement of procedural compliance upon your staff.

more: 7 checklists for scheduling, petty cash and more | difficult phone calls are opportunities | 11 steps for handling client complaints | what you tell yourself matters | use checklists to get new tax clients | office safety and more: checklists for your tax resolution setup | hiring, firing and the checklists you need | what your tax resolution staff must do | how to build a tax resolution business | focus on your ideal clients | are you quitting on leads too soon? | why lists are not leads | the secrets of multi-hit marketing | grow faster, be more efficient | your sales funnel needs systems | how tax resolution works | 4 tax resolution industry flaws | need a new service line? consider tax resolution
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you should manage all internal processes systematically, and your staff should handle all client matters systematically as well.