The Accountant Interview Checklist
Hello Community! When it comes to working with clients, you want to be selective and only work with those who value your services and have a pleasant personality. To bring on new clients, make sure they meet your criteria for an ideal client in terms of work type, payment terms, pricing, and personality. It’s important to teach clients how to ask the right questions to determine if your firm fits their needs. This will allow clients to filter themselves and ensure a better working relationship.
Today, I’m sharing some interview questions, from this article in Firm of the Future, that prospective clients should be asking. Let's take a look at these:
- What services do you offer?
- What are your fees and how do you bill?
- What certifications do you have?
- Who will handle my work and how can I contact them?
- Is timely service delivered?
- What kind of business analytics do you provide?
- How do you compare to other firms in terms of services and pricing?
- What kind of technology does your firm use?
Remember to evaluate your client base and set parameters for new clients at any time of the year. You can also use the checklist to screen existing clients who may not be a good fit. We hope this was helpful for you and we wish you the best of luck in finding new clients!