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People

9 tips for being more responsive to clients Logo aicpa

  Cheryl Meyer |   Free |   AICPA |   20 Mar 2017 |   CPA Insider

This article discusses the importance of being receptive, available, and approachable to clients.

Topics covered:
  • Employee benefit plan auditing: People: Communication, Foundational
  • Governmental auditing: People: Communication, Foundational
  • Financial accounting & reporting: People: Communication, Foundational
  • Assurance: People: Communication, Foundational
  • Not-for-profit: People: Communication, Foundational
  • IT management & assurance: People: Communication, Foundational
  • Firm practice management: Technical: Practice growth , Foundational
  • Firm practice management: People: Communication, Foundational
  • Tax: People: Communication, Foundational
  • Forensic & valuation services: People: Communication, Foundational
  • Fair value measurement: People: Communication, Foundational
  • Personal financial planning: People: Communication, Foundational

5 Comments/Reflections

John Morris

John Morris Aug 2021

Interesting article
Somboon Saraphat

Somboon Saraphat May 2020

Great ideas to be responsive to clients and retain them
Jananie Nallathamby

Jananie Nallathamby Jul 2018

Cannot read article opens as blank document on Chrome.
Briege Johnstone

Briege Johnstone Feb 2018

A very interesting article which highlighted the importance of knowing your clients - both internal and external.

By knowing, e.g the best type of communication for them: phone / email / face to face and the turnaround everyone will get the best out of the professional relationship.

One way does not fit all and it is important and from experience now definitely beneficial to be ableĀ to adaptĀ 
Anthony Timms

Anthony Timms Jan 2018

External client relations are much easier to manage than Internal client relations.

It is easier to respond to External clients as Internal clients will give way to them. However Internal client all think they are as important as each other