Checklist for Accountants: 6 Things to Remember Before Taking on a

New Client

Here are some important tips to remember when you go for a

client meeting in order to maintain a healthy and a long

term relationship with the client.

1. Know Your Client Better than Anyone Else

Before you finalize a meeting with your perspective client just make sure you are well

versed with every minor and major detail about client’s business and what they can

expect from you.

Do a thorough background check on his previous working

experiences, create a list of questions related to his

prospects.

2. Know Your Client's Vision

When you are aware about your client’s thought process,

it’s easy to assist him. It’s important to know vision before

starting something.

3. Create Reference Points

Your client might not be a accounting professional, so

make sure you explain everything in simple terms. Include examples, diagrams and charts to explain your

plan for the betterment of his business.

4. Cross Questioning

Don’t hesitate to ask questions such as “What are your future plans for the business?”, that would help

you identify unmet requirements.

If your client has some queries for you, answer them and question him back without being harsh.

This will assure him of your caliber.

5. Inherit New Technology

Explain how using technology can help them get better

business outcomes. Suggest using new technology in

accounting such as mobile apps, cloud hosting etc.

6. Pitch Affordable Prices

No matter how qualified or experienced accountant you are, you will still need a good client base to

be successful. To sustain in the market CPAs and accountants

should pitch affordable prices to clients.

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References:

http://blog.mycorporation.com/2015/01/taking-new-client-checklist-accountants/