Think about how much time your accountants, CPAs and other technical advisers spend in client onboarding meetings, writing client correspondence, training clients on the firm’s portal, managing and monitoring projects and other miscellaneous administrative tasks. All these tasks are ideally suited for a nonaccountant or a non-CPA — someone who could become your firm’s next client service representative (CSR).
The goal of hiring a CSR is to support the firm by freeing up accountants, CPAs and other technical advisers so