Day in the Life of an Accountant - Episode 1

Client Retention Strategies: How to Put Your Client First in Every Interaction with Rajesh Chawla, RCB Advisors

Join Wolters Kluwer host Viraj Joshi as he engages in insightful interviews with some of the country's most esteemed directors and partners of accounting firms across Australia & New Zealand. Their expertise will provide you with invaluable insights into the latest trends, strategies, and solutions for accounting firm business owners and leaders.

In this video, Viraj Joshi sits down with Rajesh Chawla, Director at RCB Advisors, to discuss the importance of putting the client first in every interaction. They will unpack the importance of balancing the conflicting priorities accounting firms face, with the need to put the client first to retain and grow your firm.

Topics discussed include:

1. The strategies needed to manage your time more efficiently to ensure you are prioritising clients at all times
2. How to determine what are the key things that bring value to clients
3. Balancing admin work with client tasks - how to do this in a way that reduces your time in office
4. What technologies can help to support accounting firms in their admin tasks
5. Open Q&A

Rajesh discusses his experience using CCH iFirm and additional technologies that help him reduce admin work and increase the time he can spend on his clients.

Watch this session to learn more about what it means to put your clients first in every interaction, and how, with the right tools, this can be done easily and confidently.