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Managing your Bookkeeping Clients Expectations C2online

So much work and effort is made to winning a new bookkeeping business client, there is the initial prospecting, early conversations, budget considerations, and creation of a deliverable timeline. Unfortunately, all of that work can come to a screeching halt before the ink is dry on the contract when the same amount of time, energy and commitment isn't placed on managing the client's expectations after the business is won. 

Be a good listener – ensure that you really learn about your new clients business.  Listen to what your client tells you about their business.  Remember that knowing their business well means you have demonstrated that you have an invested interest in their business and their success.    

Be a mentor – Your client is really good at their business but they are not bookkeepers.  They have recognized they need a professional to handle their finances and they have come to you.  Establish that you are an expert and that they can expect mentor-ship about their finances.

Agree on goals and timelines – Clearly outline for your client what goals you will achieve and when you intend to achieve them.  

CommunicateKashoo agrees.  In a recent article they say, ‘Cutting to the core of it, you need to make sure that your new bookkeeper communicates well and in the channel that suits your style, preference and industry.’  Using tools like our Bookkeepers Quote ensures that at the very least you have a communication tool that will outline your expectations.  Yes, I did say your expectations are just as important because if the client does not provide you the necessary information to complete the goal you outlined their expectation will not be met.

Ultimately your ability to manage client expectations is going to hinge on how well you choose to communicate.  If you don't clearly outline and mentor your client and you leave things to chance, chances are your client will be disappointed.




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