If You Really Want to Satisfy Your Clients

Source: CPA Trendlines

CPA Trendlines interviewed CPAs to find out what they do to satisfy clients. Here are some of the responses:

Clients want to hear from you often, maybe even monthly, so you can help them identify and deal with problems before year-end.
Introducing new products or services isn’t self-serving. Clients will appreciate it. It shows you care about them.
CPA firms should emulate banks by having partners serve as relationship managers.
Tell clients what you are doing to earn your fees. Don’t cut fees, but provide commensurate value.
Customize your services. Don’t provide “one-size-fits-all” services.
Listen to complaints from anyone in the client organization—and do something about them. Try to hear what is implied but not said.
Try to anticipate what will happen in the client’s future.

From CPA Trendlines, http://www.telberg.com/telbergblog/, Bay Street Group LLC, Dobbs Ferry, NY, June 25, 2007. For the complete article, click here.