Communication with clients
Reach out weekly with what you are missing from them.
Make sure you talk to or communicate with each client monthly.
Keep all emails bubbly, friendly and supportive – lots of :):):).
Email them Suspense and List of Needs in laymen’s terms.
Remember you are your clients advocate so ask questions and make sure you understand what’s going on with their business.
Get to know them and pray for them regularly.
Communication with team members
Spark – This is for quick questions – like a text. Instructions on to get your cloud to autorun, see HarQuin Team Resources. Note, when your cloud password changes you will be prompted to update your spark password.
Appointments with Success team or Lindsey - go to this site: www.calendly.com/harquincristy
It is your responsibility to reach out if you have any questions or if you need to meet about your client.
Tip: As you work keep a running list of questions about that client. Once you are at a good stopping point you can schedule a meeting to review those questions.
Support – if you have any issues with the cloud, software or have any questions, email a screenshot and your question to Support@HarQuinBookkeeping.com. This is the same for your clients, refer them to the same email and ask them to include a screenshot.
Billing – Any billing inquiries from you or a client, email email@example.com.
Payroll – Any questions about payroll transactions in your clients QuickBooks file or your client receives a letter in the mail about taxes, email firstname.lastname@example.org.
Sales Tax – Any questions about sales tax related items go to email@example.com.
CAT Tax – Questions regarding CAT taxes are emailed to Angi@harquinbookkeeping.com.
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