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7 Questions successful accountants ask during client meetings

Sageworks
July 15, 2014
Read Time: 0 min

It’s important for accountants to have a list of key questions to use during client meetings to deepen relationships. This checklist can provide a wealth of benefits including better understanding of client challenges and highlighting opportunities to cross-sell accounting services.

Download this checklist to learn questions you can ask that will help you:

• Build relationships with your accounting clients

• Create trust, rapport and an atmosphere for open dialogue

• Facilitate information exchange

 
About the Author

Sageworks

Raleigh, N.C.-based Sageworks, a leading provider of lending, credit risk, and portfolio risk software that enables banks and credit unions to efficiently grow and improve the borrower experience, was founded in 1998. Using its platform, Sageworks analyzed over 11.5 million loans, aggregated the corresponding loan data, and created the largest

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About Abrigo

Abrigo enables U.S. financial institutions to support their communities through technology that fights financial crime, grows loans and deposits, and optimizes risk. Abrigo's platform centralizes the institution's data, creates a digital user experience, ensures compliance, and delivers efficiency for scale and profitable growth.

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