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.