I spent a number of years working for accounting firms of various sizes – during a training session at a previous firm, we had a discussion about what makes a good accountant. We came to the conclusion that the following 12 traits/characteristics were indicative of good client service – it is my goal as your accountant here at A & P Accountancy Corporation to embody the following characteristics:
- Be responsive
- Ask good questions (and be prepared)
- Be respectful of your time
- Be proactive (bring in new ideas/alert client to new issues)
- Stay in touch throughout the year
- Be organized
- Listen well
- Be knowledgeable about the client’s industry
- Be knowledgeable of your organization and its culture
- Keep client informed and avoid/prevent surprises
- Be dependable/keep promises/meet deadlines
- Be friendly – be easy to get along with
Please don’t hesitate to reach out to me to discuss how I can better embody these characteristics when providing professional services for you, the client.