Six steps to the ideal client

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Your accountancy practice is only as valuable as your client base and high fees don’t always mean good clients. In this guide Receipt Bank explains how to use data to find clients that fit your practice and work with you existing systems.

Take a proactive approach to building long-standing relationships with your ideal clients with the six steps outlined in this guide.

What's inside:

  • Which clients are profitable for your practice
  • How to create a client strategy that powers growth
  • Warning signs for clients that are slowing your growth

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