Chapter 1

What is a good client relationship?

We explore what a good client relationship looks like and list the features of a healthy working relationship.

Two people talking over a laptop and coffee.

Producing accurate forecasts, presenting reports, and offering tailored advice requires an intimate view of a client’s finances and a thorough understanding of the client’s needs.

A good client relationship looks like any other healthy relationship. You communicate with ease, understand each other’s expectations, and consistently fulfil your end of the deal.

The following features are essential for creating a strong working relationship:

  1. Trust: You and your client feel safe to share. You act in good faith and fulfil your respective obligations.
  2. Clear communication: You and your client use communication channels effectively. You are open with each other, and understand and meet each other’s needs.
  3. Mutual respect: You and your client treat each other with respect and professionalism. You value and are considerate of each other’s opinions and expertise.
  4. Shared goals: You and your client have a shared understanding of the goals of your relationship. You work together to achieve those goals.
  5. Responsiveness: You and your client are responsive to each other’s needs. You take the time to address concerns and resolve issues.
  6. Flexibility: You and your client make reasonable adjustments to accommodate each other’s needs. In times of crisis, you continue to protect each other and act in the other’s best interests.
  7. Positive feedback: You and your recognise each other’s contributions and share positive feedback regularly. You seek feedback to improve your relationship.
  8. Long-term commitment: You and your client see your relationship as an ongoing commitment. You have a shared vision for the future.
Next: Chapter 2

How to build strong relationships with accounting clients

Like most businesses, accounting practices are built on strong relationships. Here’s everything you need to know.

  1. What is a good client relationship?

    We explore what a good client relationship looks like and list the features of a healthy working relationship.

  2. Benefits of strong client relationships

    Strong client relationships result in a roster of benefits for both your accounting firm and your client.

  3. How do you build a relationship with a client?

    We talk you through the ins and outs of building a healthy relationship with a client.

  4. Good communication with clients

    Effective communication is crucial for a good working relationship. Here’s how to communicate effectively with clients.

  5. Building trust with clients

    We look at the qualities that can help build trust with clients.

  6. Maintaining long-term client relationships

    We explore how you can foster and maintain long-term relationships with clients.

  7. Building relationships with clients remotely

    We outline how to build and maintain good working relationships remotely.

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