Effective virtual client meetings | Tax Section Odyssey
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Effective virtual client meetings | Tax Section Odyssey

8 months ago · 4 min watch

The significance of connecting with your clients has never been more crucial than during the new reality that COVID-19 has created and continues in the business environment.

We may hold remote sessions with staff regularly that are usually informal, casual and sometimes even impromptu. However, virtual meetings with clients require some more forethought and planning as they can have significant consequences if done poorly. If conducted effectively, you’ll develop stronger and better client relationships.

In this video edition episode of the Tax Section Odyssey, Mike Whitmore, CPA, HMA CPA, PS, provides some overall guidelines on etiquette to follow when talking to your clients virtually. Knowing your audience, being hyper aware of your surroundings and dressing for success are just a few of his key tips. Maintaining the same professionalism in your home office as you do in your business office will score points for your personal brand and firm reputation.

Keep your finger on the pulse of the dynamic and evolving tax landscape with insights from tax thought leaders in the AICPA Tax Section. The Tax Section Odyssey podcast includes a digest of tax developments, trending issues and practice management tips that you need to be aware of to elevate your professional development and your firm practices.

This resource is part of the robust tax resource library available from the AICPA Tax Section. The Tax Section is your go-to home base for staying up to date on the latest tax developments and providing the edge you need for upskilling your professional development. If you’re not already a member, consider joining this prestigious community of your tax peers. You’ll get free CPE, access to rich technical content such as our Annual Tax Compliance Kit, a weekly member newsletter and a digital subscription to The Tax Adviser.

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