7 Questions successful accountants ask during client meetings
It’s important for accountants to have a list of key questions to use during client meetings to deepen relationships. This checklist can provide a wealth of benefits including better understanding of client challenges and highlighting opportunities to cross-sell accounting services.
Download this checklist to learn questions you can ask that will help you:
• Build relationships with your accounting clients
• Create trust, rapport and an atmosphere for open dialogue
• Facilitate information exchange