Wednesday, November 7th, 2018

It Matters

“If you have to choose between being kind and being right, choose being kind and you will always be right.” – Dalai Lama

Inside CPA firms, the partners usually have the strongest relationship with clients.

Often they even meet and talk with clients. They have lunch together and work on helping the client be more successful. They are doing “consulting” with the client.

Meanwhile, back at the office, there are various team members that work on the client’s engagement. Through the firm’s scheduling system, they are assigned a certain task for a certain client. Often it involves working extra hours to accomplish the engagement.

In progressive firms, the team members do have contact with someone at the client’s place of business but maybe not the owner.

Partners, after you have had a meeting or a lunch with a client, be sure to go back to the office and tell the person (or people) who did all the work behind the scenes how the client is doing and how their work is making a positive difference in the client’s success.

Their work matters. That’s what people want to know.

Better, yet, take a team member along when you meet with a client. It is how they learn to become consultants.

  • "When you talk, you are only repeating what you already know. But if you listen, you may learn something new."
  • Dalai Lama

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