Retain and Build Client Relationships Finding good clients can be a challenge. Even with good clients, maintaining the relationship and improving it takes a few easy steps. In this article, the author shares steps a firm can take to improve the relationships and minimize the chance of losing the client. Finding good clients can be a challenge. Even with good clients, maintaining relationships with them can be improved by a few easy steps. Consider the following ideas, which require minimal time or expense. Visit your client’s website once a month. Look for announcements about recent changes such as new products,…
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CPA Firms Emphasize Privacy Efforts as Pressure Mounts From Regulatory Requirements, Professional Standards, and Client Expectations CPA firms and other businesses that maintain confidential client data are vulnerable to external and internal threats, including inadvertently leaking data and being targeted by hackers, reports the Journal of Accountancy. Seven steps can help businesses assess which data need protecting, upgrade defenses, and draft and practice an incident-response plan. The following steps can help firms mitigate the risk of a reputation-damaging data breach: