Best Practice Checklist for Clients in Crisis (COVID-19)

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Accountants and bookkeepers are talking to their clients now more than ever.

And we know that most of these conversations happen outside of work hours, with business-owners who may have incredibly hard decisions to make. We spoke to accountants and bookkeepers on Orange Select to hear how they’re guiding these conversations in the testing times.

Download the checklist to see the highlights on:

  • Communication tools: which tools will bring you closer to clients while retaining a work/life balance when working from home;
  • Cash flow: some suggestions on how to help clients in financial trouble;
  • Staying informed: how to make sense of constantly changing, new information.