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2020-04-21 20:51:31AccountantsEnglishSome of your clients will need more help—and need it sooner than others. There are a few things you can do to assess which clients need...https://quickbooks.intuit.com/au/resources/au_qrc/uploads/2020/04/Hero.jpghttps://quickbooks.intuit.com/au/resources/accountants/identifying-clients-who-need-help-the-most/1. Identifying clients who need help the most

1. Identifying clients who need help the most

2 min read

Some of your clients will need more help—and need it sooner than others. There are a few things you can do to assess which clients need your immediate attention. This will make it easier for you to create an action plan across your practice and provide support and expertise to your clients during the next few months of uncertainty.

Current economic volatility affects your clients in different ways, depending in large part on their industry and the number of employees they have. Several industries are facing significant challenges, including dining, retail, hospitality, automotive, and many other service-based sectors.  Prioritising your clients based on the type of business they have can help you manage your outreach strategy.

As you continue to reach out to your clients, you can reassure them that you’re staying on top of evolving changes and you have the info to help them make the best decisions they can for their business.

Check out a sample email

Dear <<Client name>>, 

I wanted to check in to see how you’re doing. I’m sure questions will continue to come up during this uncertain time, and I’m here to help.  

This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Intuit Australia Pty Ltd. does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Intuit Australia Pty Ltd. does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers should verify statements before relying on them.

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Information may be abridged and therefore incomplete. This document/information does not constitute, and should not be considered a substitute for, legal or financial advice. Each financial situation is different, the advice provided is intended to be general. Please contact your financial or legal advisors for information specific to your situation.

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