Client Communications for the Small Accounting Firm


The Bellevue chapter of the Accounting and Financial Women's Alliance (AFWA) has invited me to their monthly meeting this month to present on optimizing communications with clients. We'll walk through a general approach to communicating with clients, finding a balance between streamlining your back-end and keeping clients happy. We'll touch on how communication and marketing go hand-in-hand. I'll show some software tools to consider and discuss how a small firm might implement them. (No sales or affiliations, just my thoughts!). So excited to share some of my tips & tricks to fellow accountants! Link for dinner meeting registrations


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