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Supporting clients who use QuickBooks Reemployed Heather D. Latterly, EA, Chatterley 11/15/2017CPECPE ProcessCreditIn order to receive CPE credit Be sure to sign in or scan your badge for this session
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01
Step 1: Start by understanding the requirements and needs of your clients.
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Step 2: Gather all the necessary information and documentation needed to support your clients.
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Step 3: Create a support plan or strategy to address the specific needs of each client.
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Step 4: Communicate and collaborate effectively with your clients to ensure their satisfaction and success.
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Step 5: Continuously monitor and evaluate the support provided to identify areas for improvement.
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Step 6: Update and maintain accurate records of the support provided to clients.
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Step 7: Actively seek feedback from clients to further enhance the support services.
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Step 8: Stay updated with the latest industry trends and technologies to better serve your clients.
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Step 9: Build strong relationships with clients based on trust, reliability, and excellent support.
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Step 10: Always strive to exceed client expectations and deliver exceptional support services.

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Any company or organization that wants to provide excellent customer support and assistance to its clients can benefit from using 01 1100 supporting clients. This can range from small businesses to large corporations in any industry.
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