Here's how you can confidently communicate with clients in the accounting industry.

How do you get information or insights from a client? Answer is very simple - LISTEN TO WHAT CLIENT SHARES. Understanding the nuances and reasoning behind client's thoughts and concerns can help you take better decisions in business

L’écoute active est indispensable pour une communication efficace en comptabilité. Elle permet de créer une relation de confiance, d'améliorer la précision des informations financières et de démontrer que vous accordez de l'importance aux besoins et aux objectifs de vos clients. En maitrisant cette compétence, vous pouvez non seulement améliorer la satisfaction de vos clients, mais aussi renforcer la fidélité à long terme.

Creio ser primordial. Lidamos com pessoas, e saber ser um bom ouvinte, com certeza é primeiro passo para estabelecer um contato eficaz. Pratique a empatia no processo e busque efetuar perguntas ao longo da conversa de forma a estruturar uma ideia concisa e bem embasada, que traga benefícios a ambas as partes.

Confident communication with clients in the accounting industry is crucial. Here are some tips to help you achieve it: 1. *Understand their needs*: Clarify their goals, concerns, and expectations. 2. *Know your stuff*: Stay up-to-date with accounting principles, tax laws, and industry developments. 3. *Use clear language*: Avoid technical jargon; explain complex concepts in simple terms. 4. *Be transparent*: Provide regular updates, and be open about your processes and fees. 5. *Listen actively*: Pay attention to their concerns, ask questions, and respond thoughtfully. 6. *Show empathy*: Understand their financial stress points and offer supportive guidance. 7. *Be responsive*: Return calls, emails, and messages promptly.

Understanding the client's specific needs and tailoring the services accordingly is a key to get long lasting relationships with clients. Avoid providing generic solutions and instead offer personalized recommendations that address their unique challenges and goals.

You should be able to communicate to client in a most simple yet clear way. - no exaggeration - no negligence to their concern - be ready to help them above and beyond your contact, if possible - keep your relationship lice through inter-personal skills.

If you can’t explain it in the simplest way possible, it means you don’t know it well yourself. So to be able to explain clearly, ensure that you have a thorough and vivid understanding of what you are about to say, especially taking into account the fact that someone will be relying on what you say and possibly make decisions based on that. This way you will be demonstrating professional competence and due care.

As accountants or experts in finance, our knowledge and language can often at times be feel with technical accounting jargons and other complex accounting matters. However, behind most accounting concepts lies common sense i.e., substance over form. When explaining any accounting matters to the client, always try and make your responses simple, easy to understand, free of accounting jargons, and relatable to the client. I often try and use real-life simple examples when answering complex accounting questions to make it easy to understand.

Acredito que você deve ser capaz de comunicar de forma simples e objetiva, na linguagem que o cliente consiga entender. Você é a pessoa capacitada para tratar tecnicamente dos assuntos, o cliente nao precisa conhecer de termos técnicos, só precisa estar ciente dos acontecimentos.

La clarté et la simplicité sont essentielles pour guider vos clients. En évitant le jargon, en utilisant des exemples pertinents, vous permettez à vos clients de mieux comprendre et ainsi de prendre les bonnes décisions. Cette approche favorise une relation de confiance et de collaboration, essentielle pour une gestion financière réussie.

Patience is very important when - your client takes time to understand the accounts produced - finds difficulty to solve the queries you send - rather help them explain in layman language - try to give practical examples

We can often times be in a rush to answer questions, even when we might not know the answer. Additionally, at times, we shy away from saying 'I don't know the answer'. Being in knowledge industry, you cannot know everything. So, while communicating with clients, be patient first. If you know the answer, like explained in the previous point, try simplifying it and explaining. Where you do not know the answer, feel free to take your time rather than rushing to a solution.

La patience en comptabilité est non seulement une qualité précieuse pour une communication efficace, mais aussi un moyen de renforcer la fidélisation des clients et d'assurer un service de haute qualité. En prenant le temps de répondre aux questions et d'expliquer les choses clairement, vous créez un environnement propice à la confiance et à la collaboration.

Mais que virtude, paciência é uma necessidade! Em cada tratativa, busque ponderar com calma sobre cada argumentação ou necessidade abordada pelos clientes, busque entender o contexto da situação além do momento. É fator de empatia...

Staying focused and positive is every accountant entrepreneur needs in business. - keep your vision or scope of work broad - focused mindset in your business - use emotional intelligence as your strength - nurture the relationship

How you do one thing is how you do everything. It greatly impacts anyone's image how they portray themselves. So it is key that you stay positive, not in just client interactions, but generally in life. Being positive encourages people to approach you more, to like you as a person, and for client, to have confidence that you will have the answer.

Manter uma atitude positiva requer muito mais do que vontade, requer atitude, expontaniedade, coragem e discernimento. Tenha em mente que, por mais que o cenário se apresente de forma desencorajadora, o foco deve ser mantido. A busca por excelência deve prevalecer e o trabalho em conjunto fará com que todos se sintam confiantes em alcançar a meta desejada.

Making sure that the client understands what you communicate is important. There could be times where you have provided a solution to the client, where they haven't understood is. Following up is a good way to make sure your solution is well heard.

Always make sure you are in your client's mind. For that you need to be in their emails, phone and message with any suitable mode for the relevant topics to be discussed. Following up shows you care for them, you have time to think about them.

Suivi et reporting : sujet passionnant avec l'arrivée des IA génératives et de Copilot. Comment concilier exhaustivité, consistance et simplicité tout en étant synthétique ? Mes conseils pour assurer un suivi cohérent : 1. Synthétiser (seul ou avec l'aide de l'IA) 2. Répartir et verbaliser les responsables (pour éviter les surprises) 3. Définir des dates à tenir

É o cerne da relação de confiança! Estar "lado a lado" com o cliente faz com que a empatia seja naturalmente aplicada, e traz a confiança desejada nas relações.

Here are some of the ways 1. Understand the client's business, Industry and specific Challenges 2. Keep clients updated about the progress of financial matters and any changes in regulations or market conditions that may impact them 3. Use simple language to explain complex accounting procedures 4. If errors occur, acknowledge them promptly and provide solutions to rectify

Observation of the Client Site and activities at the Site are crucial to a Cost Accountant. improvement can only come from accurate observations!

L'automatisation. L'un des enjeux des experts comptables est de gagner en agilité. Dans un environnement incertain et avec l'accélération des aller-retour entre le business et la finance, le reporting peut vite devenir un casse tête. L'automatisation du reporting avec des outils comme Tableau, PowerBI, think-cell et Powerpoint permet de focaliser son énergie pour délivrer un maximum de valeur.