Customer Service Tips - Practical Tips for Achieving Effective Client Communication 

Maintain clear and reasonable expectations:

• When the situation warrants, adjust your clients expectations promptly.
• Report project status regularly.
• Avoid surprises.

Avoid fee-related misunderstandings:

• Discuss fees during the first meeting.
• Furnish a written fee agreement.
• Bill periodically and promptly.

Make time to educate your client:

• Share your work with the client.
• Involve them in the process.
  • Add value beyond the services being provided.
  • Create a positive experience for the client.

Show that you care about your client as a person:

• Highlight potential personal implications of accounting and financial issues and situations.
• Remember personal details such as names of family members, key milestones, birthdays, etc.
  • Write them down.
  • Calendar them so you remember to mention them.
  • Send cards and personal notes.
• Be focused and actively engaged in serving your client.