With so many people working from home right now, here are some valuable tips for making the most of this situation for your firm and your clients.

Customer experience is everything.  Developing process within your firm will make a positive impression on clients.  Every client receives the same experience and knows exactly what to expect from you.  In addition, developing process increases the efficiency of the team and enables you to deliver in a timely manner, and ensures that nothing is overlooked.

Onboarding is Crucial

Onboarding is a crucial part of our business.  Developing onboarding checklists provides a way to track and verify that critical first steps are taken with every new client every time.

Check out a sample onboarding checklist here.

It’s also important to keep track of your clients after onboarding – a bad client can poison an entire team.  Ask your team how they feel about a client and rate them from 1 to 5.  This number, divided by revenue is a measure of how the client fits into the firm overall.

Find out more tips on successful onboarding and on evaluating clients at this link.


Managing a Successful Remote Team

Managing a remote team requires additional effort in developing a balance between efficient and effective team environment.

Spend as much time vetting new hires as you do searching for new business.  During the hiring process, ask detailed questions to help you determine their level of dependability and willingness to work in a flexible, remote environment.  Put new employees through a trial run.  Meeting with team members, understand how they work and how they click will help you evaluate their work philosophy.  Stay in touch by using platforms such as Slack to keep in contact and reduce wasted efforts on emails.

Click here for strategies on hiring and working efficiently with a remote team.


Join Today for More Valuable Resources

These great resources are provided by our partners at Jetpack Workflow, the leading workflow software provider for accountants and bookkeepers. Take advantage of Jetpack Workflow’s special 25% discount exclusively for PASBA members. Not a member? Click here to join PASBA and start enjoying the benefits right away.