3 Steps to Better Client Communication

advisor discussing document with clients
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As an accountant, you can identify key problems in your clients’ businesses in an instant, but communicating those problems -- and the solutions -- to your clients can pose a bigger challenge.

In order to become your clients’ favorite trusted advisor, you must be able to communicate with them in a way they can understand. How can you do this when it seems as though you and your clients are speaking completely different languages?

The obvious solution is to learn to speak your clients’ language. Like learning to speak any language, there are a few tips and tricks you can employ to ensure you and your clients can communicate more effectively.

1. Avoid Using Jargon

Most of us know we should remove the accounting lingo from our vocabulary while speaking with our clients, but few of us are successful in completely eradicating it. Many of the accountants and bookkeepers I work with believe it is incumbent upon the client to learn at least basic accounting terminology in order to understand their business numbers.

The most effective advisors will determine ways to replace accounting terminology with terms the client understands. This does not mean you have to talk down to your clients; in fact, the opposite is true.

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About Billie Anne Grigg

Billie Anne Grigg

Billie Anne is the Senior Strategic Guide at Profit First Professionals.


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