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Category Archives: Client Service

November 8, 2014 | Client Service | Posted by Craig Baldwin Craig Baldwin

9 Customer Service Skills Every Professional Must Have

  During my time in public accounting I noticed one nasty habit.   Anytime something went wrong on a job, it was immediately flagged as “poor client service.”   No one actually explained what customer (or client) service was. The term was thrown around like some amorphous catch-all, clearly no one understood it.   I’m…

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December 12, 2013 | Client Service | Posted by Craig Baldwin Craig Baldwin

5 Cool Client Gift Ideas Under $40

Client service should always be top of mind, but especially during the holiday season. Doing the little things always seems to matter most, so we’ve come up with 5 cool gift ideas under $40 for your clients this holiday season.     1) Field Notes  Always seem to be running out of paper when you’re…

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November 12, 2013 | Client Service | Posted by Craig Baldwin Craig Baldwin

5 Tips on Delivering Good Client Service

Just Doing Your Job Glad that’s out of the way.   Good, great, even amazing client service is not black and white. Above average client service results from a willingness and interest that each accountant or professional has in their client’s well-being, experience, and results. According to the American Express 2012 Customer Service Barometer 66%…

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