You became an accountant because you have a big heart. Your superpower is creating order out of chaos and then immediately understanding the story the numbers tell. You use this awesome combination to help your clients make better business decisions, and they love you for that. That’s the fun part of your job!  
 
The “less fun” part is that to do that you have to keep up with so many things every day—it never ends! You have things coming at you from all angles, and sometimes even on social media!   
 
Luckily, you are pretty good at organizing your own work. Many of you have tools in place to track your due dates, daily and monthly workflow, and hand-offs between staff. 
 
BUT WHAT ABOUT CLIENTS? How do you “organize” them? How do you keep them on track? And how do you establish clear boundaries so your personal life is reserved for you and your family?
 
Accountants usually have preferred secure methods of communicating with clients, but many clients go rogue and just do their own thing. If you are a “marshmallow,” you let them run wild and then have too many places you must check for things your clients have sent you. It's chaos! If you are a “dictator,” you force them to use your way and only your way, and then you have to enforce that. Neither sounds good.  
 
The good news is that there is a satisfying middle ground. Once you understand the secrets, you can take back your personal phone (no more texting!), get out of email jail, vanish security worries, and have clients thanking you because they feel more organized and less chaotic too. In short, you are going to create a win-win situation for you and your clients.
 
If you find yourself coveting the scenario above, then this session is for YOU. It will be taught as an interactive workshop with hands-on exercises to complete during the class, and you’ll come away with a clear plan for how to implement boundaries with your clients so that you, your staff, and your clients are happy.

Learning Objectives:

• Identify what needs to change in your practice for you to feel joyful and in control


• Determine WHY clients persist in using too many methods to communicate with you, then learn how to use that to your advantage


• Define the “magic words” you can use to get clients to take security seriously


• Recognize how game-changing client communication tools make everything fall into place