Utilizing Data for Efficient Accounting Practice Management

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TLDR: There are six key indicators of client success that accounting firms can leverage to gain insight into the overall health of their client relationships. These indicators include the service delivery process, firmwide cross-collaboration, client history and demographics, team composition and expertise, business administration and management, and external market and corporate intelligence. By analyzing data related to these indicators, firms can identify early warning signs, growth opportunities, and potential risks within their client relationships. It is important for firms to use data to inform their decision-making and improve their performance in an uncertain economic environment.

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