All the well known accountantants support businesses suggest accountants should meet their clients on a regular basis. They do not talk about the practicalities.
For me this is a difficult one since it would impact on my time in a big way. Further, I am not sure which my clients would want to see me and which ones would rather not. On writing this post, I am thinking this is one area to make clear to clients at the time of engagement.
Like most, I am sure, my preferred way of communicating with clients is through emails. At the same time I need to meet clients needs before they start walking away.
I would be grateful if you could share your experience/ ideas / pearls of wisdom on:
- How oftern do you meet your clients?
- Which clients do you meet? Is it the high fee paying ones?
- What is on the agenda?
- How much of your time is taken up on meeting clients?
- Where do you meet clients? Your place or theirs? Travel time to their place would be an issue for me.