Building a better firm by maximizing client data

September 15, 2022

By maximizing the most of their client data, firms can reap the benefits of a more sustainable business model and happier staff.

What firms do with their client data is central to running a successful, sustainable and step-above-the-rest competitors, says one accounting firm strategist.

Maximizing this data can help firms aggregate an ideal client roster, maximize recurring revenue to create year-round income streams and achieve a workload balance that leads to happier staff. Consider these tips.

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