Includes details for the Client Operations Manual.
By Penny Breslin
It’s Not Just the Numbers
Moving from compliance to reliance services is not an easy task. If you are feeling a bit overwhelmed at this point, that’s okay. However, the joy of offering back office support (BOS) services and working closely with clients to help them meet their goals is well worth the effort. Having a strong team, clear procedures and technology that works for you are the building blocks that allow you to succeed in this endeavor.
MORE: After You Check Your Cybersecurity, Help Others | Cover These Five Areas of Information Security | Three Examples: Pricing Your BOS Value Add | Use Timesheets for Productivity, Not Billing | Revisit Your Back Office Support Procedures | Federated Search: What It Is, Why It Matters | Accounting Tech Tools to Minimize Your Pain | Do Your Apps Play Well with Others? | It’s OK to Have Favorite Clients | Ten Questions for Teamwork | Yes, You Can Be an Outsourcer
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The next layer is the clients – meeting with them, working with them and setting up the procedures to ensure that you are truly their advisor. When you carefully select your clients, take the time to understand their needs and goals, and hold them to a paperless work environment, both your team and clients will reap the rewards.
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