When I ran my firm, I used a client overview template saved in my practice management software. It held all the key details for each client.
In this episode, find out why adopting a similar template can help bring more clarity and systemization to your firm.
Listen below.
0:34 When I think of an accounting firm, I picture it as a machine that runs smoothly, predictably, and independently. The key to building that kind of systematized firm is consistency.
1:16 Consistency in output and results often disappears when work is handed off to or between team members, which can put your firm’s smooth operations at risk.
2:10 One way to prevent this is by using something I call a client overview template.
3:01 Essentially, you’re creating a guide for how things operate for each specific client. Be sure to include how the client prefers to communicate and interact.
3:21 The key to the client overview template is making sure it includes everything someone would need to seamlessly take over the client.
3:37 I also set a recurring task for each client to review and update this document quarterly. I assign this task to the client manager to keep things current.
3:56 Yes, it might take some time to put together your own client overview template, but if consistency matters in your firm, this is a valuable exercise worth implementing.
