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Client planning We facilitate sessions with partners and managers in accounting firms to help them identify their most profitable future clients, then brainstorm how the firm could add value by discussing potential needs with those clients. We work collaboratively with our clients’ management teams to design bespoke client plans for each client. If required, we help our clients integrate our web-based client needs assessment tool, TRUST, into those plans. As a result, our clients build deeper, more trusting relationships with their clients leading to additional services provided and revenue growth. |