FEATURE HOW TO MAXIMIZE CLIENT DATA TO BUILD A BETTER FIRM By Dr. Kristy Short QUICK QUESTION RIGHT out of the gate: Just how important is client data in running an uber-efficient and highly lucrative firm. Quick answer: Massively! No doubt you've heard this message many times over the past few years: Your client data represents a 28 AUGUST 2022 ■ www.CPAPracticeAdvisor.com (potential) goldmine. The simple fact is that your data, and what you do with it, is central to running a successful, sustainable and step-above-the-rest firm. It's the difference between a potential goldmine and a real one. Firm leaders who understand this are reaping the benefits. Massive benefits, in fact... such as aggregating an ideal client roster, maximizing recurring revenue to create year-round income streams, and achieving workload balance that leads to happier staff and a sustainable business model. Marcus Dillon, CPA and owner ofhttp://www.CPAPracticeAdvisor.com