Build Your Practice - Give Clients Personal Attention

Jun 18th 2012
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By Adrian Howland

The never-ending challenge for accountants is not only to acquire new clients, but also to keep their existing ones. To achieve this, you need to get personal.

In an ideal world, the relationship between client and firm will be so solidly built that breaking the relationship with such a trusted business partner would be unthinkable. The reality is that the majority of business relationships are far more superficial.

Good client service, as practiced in many accountancy firms, includes conducting some form of research to find out how well you have carried out your work and the level of client satisfaction; sending brochures promoting your firm's service lines that would benefit the client; setting benchmarks, such as responding within twenty-four hours, meeting deadlines, and generally doing what you say you will do.

While there is nothing wrong with any of these client service activities (if they are carried out effectively), these measures do not go nearly far enough. Experience shows that many firms do not track which brochures are sent to whom, how many brochures the client received in total, or whether they were well received. Similarly, there is frequently no objective measurement of the success of corporate entertainment or analysis of the results.

To become the kind of business partner that clients consider integral to their future plans, partners must get under the skin of their clients. Partners will need to consistently show their commitment to the client and prove that they really want to help, not just the company, but the individuals, too. 

To move from client service at a corporate level to a personal level, partners will need to put themselves in their clients' shoes. It means taking the time to think about the client: the company and the firm's main contacts there, even when not actually working on billable tasks for them. Partners need to show that they care about the issues the client faces and not just in terms of cross-selling a new service.

Most partners make recurring calendar notes to call their clients to stay in touch and keep the relationship ticking over. For many, it is one of those actions that gets put off and feels like a chore - partly through lack of time and partly through not knowing what to say. It is easy to put off tasks that make us feel uncomfortable. As a result, the monthly catch-up call tends to be perfunctory and only scratches the surface of the client's needs.

To get to a more relaxed level of talking with clients, you need to build closer relationships with them. Ask your clients questions to better understand them, their aims and objectives, the pressures on them, and what success looks like to them. Once clients start to open up, you will be able to get a more constructive handle on their business challenges and see ways to genuinely help them.

To explore a client's real needs, ask open questions. The best openers tend to be "How?"",What?", and "Why?" An expression that elicits more information is "That's interesting, tell me more." When asking open questions, partners should try to avoid asking too many questions around facts. While these may be of interest and of use to the firm, they are seldom of use to the client. Instead, partners should ask questions around the issues the client is facing and about the implications of leaving these unresolved. Partners should listen hard to pick up things that are of personal interest to the client, such as concern about a particular issue. 

Time is the enemy of customer service in most firms. Partners are so busy with client work that they find it hard to dedicate time to calling or meeting clients to build relationships or to set aside time simply to think about their clients and the environment in which they are operating. But thirty minutes twice a week would more than pay back the time invested if it stops a client going to tender.

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About the author:

Adrian Howland is a professional development coach with The Influence Business.


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By Gary McKinsey
Jun 25th 2015 20:10 EDT

In order to move from the provider of a commodity to a value
added trusted advisor the professional must create the time to listen to their
clients. They need to venture beyond the clients accounting and tax issues.

Gary McKinsey, EA

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