This document provides a checklist of 6 things for accountants to remember before taking on a new client. It advises accountants to 1) know the client's business inside and out through background checks and questioning, 2) understand the client's vision, 3) explain concepts simply through examples and diagrams, 4) ask clarifying questions of the client, 5) recommend new technologies that could help the business, and 6) propose affordable pricing to attract new clients and sustain business.

1. Checklist for Accountants:
6 Things to Remember Before Taking on a
New Client

2. Here are some important tips
to remember when you go for a
client meeting in order to
maintain a healthy and a long
term relationship with the
client.

3. 1. Know Your Client Better than
Anyone Else
Before you finalize a meeting
with your perspective client
just make sure you are well
versed with every minor and
major detail about client’s
business and what they can
expect from you.

4. Do a thorough background
check on his previous working
experiences, create a list of
questions related to his
prospects.

5. 2. Know Your Client's Vision
When you are aware about
your client’s thought process,
it’s easy to assist him. It’s
important to know vision before
starting something.

6. 3. Create Reference Points
Your client might not be a
accounting professional, so
make sure you explain
everything in simple terms.
Include examples, diagrams
and charts to explain your
plan for the betterment of
his business.

7. 4. Cross Questioning
Don’t hesitate to ask questions
such as “What are your future plans
for the business?”, that would help
you identify unmet requirements.
If your client has some queries for
you, answer them and question
him back without being harsh.
This will assure him of your
caliber.

8. 5. Inherit New Technology
Explain how using technology
can help them get better
business outcomes. Suggest
using new technology in
accounting such as mobile apps,
cloud hosting etc.

9. 6. Pitch Affordable Prices
No matter how qualified or
experienced accountant you are, you
will still need a good client base to
be successful. To sustain in the
market CPAs and accountants
should pitch affordable prices to clients.

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12. References:
http://blog.mycorporation.com/2015/01/taking-
new-client-checklist-accountants/