16 positive qualities.
by ed mendlowitz
tax season opportunity guide
clients are our customers who pay our salaries and present us with stimulating opportunities allowing us to grow.
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there is no such thing as a bad or nuisance client – although there are clients who sometimes do bad or nuisance things.
following is a listing of what makes a good client.
- clients who do what they say they will do and who do not delay sending us what we ask for.
- clients who do the work organizing their documents before they provide them to us.
- clients who give us estimated amounts that tell us they are estimates and how they arrived at it and why they cannot provide the actual amounts.
- clients who pay their bills promptly.
- clients who call the partner to complain about a bill instead of “complaining” by sending a note to our “bookkeeping department.”
- clients who complain right away to the partner when they are upset with something, and not to a staff person who happens to be at their office at that moment.
- clients who make us explain clearly what we tell them to do, and who don’t give the go-ahead without fully understanding what is to be done.
- clients who review the work we send them when it is received and who don’t sit on it until eight minutes before it needs to be filed or sent to a bank.
- clients who use technology fully.
- clients who are not litigious.
- clients who understand that taxes need to be paid to maintain our society and that we do not make the rules that cause them to pay taxes.
- clients who realize that banks and finance companies need back up and documentation when they lend funds, and that there is a cost to develop that data, and that it is not our “fault” the work is needed.
- clients who understand that we sometimes make a mistake, who accept a rational and reasonable explanation and who won’t keep bringing it up months and years later.
- clients who occasionally thank us for our efforts on their behalf.
- clients who refer potential clients.
- clients who are happy with their lives.