Client relationship management is an integral part of a business, yet it is one of the most challenging aspects that many companies struggle with. Clients typically come to you because they have needs that your business can suffice, and your ultimate goal is to ensure that they end up happy and satisfied with your service.

You and your clients must work together towards a common goal for the benefit of both parties. While you get fairly compensated for the service you render, your clients get exactly what they need. This is where a collaborative effort between both parties comes into the picture.

Effective Ways to Manage Client Relationships

In this article, we share five effective client relationship management tips that you can utilize:

1. Set your goals with your client

It’s important to know that the collaboration starts at the onset of the project. This means that you have to get your client involved during the goal-setting process. Doing so will help you set the right objective and get a clear picture of what your client hopes to achieve in the end. It doesn’t make sense to close a deal with a client and advise them to leave everything to you. Unfortunately, some businesses do that, and even clients contend with relinquishing the control over to the business. This ultimately leads to a disconnect and ends up with undesirable results.

2. Work with your client all the time

After setting clear goals, it’s imperative to work with your client every step of the way. Sure, your business may have the knowledge, skills, and expertise in bringing your client’s vision into a reality, yet their vision is what matters. For this reason, getting them involved in the whole process can make a significant difference, from marketing to project implementation down to achieving business objectives.

3. Keep your client’s best interest in mind

To ensure the success of this project, always have your client’s best interest in mind. It’s easy to be swayed by your own opinion and what you want to achieve. However, understand that you are working with and for a client. Because of this, it is their needs that must come first. Always understand what they want and offer some effective recommendations and solutions to achieve this. Fret not, as clients who end up happy campers will make you happy and your business fruitful as well.

4. Regularly communicate and update your client

As with any business pursuit, communication is the key. Be sure to maintain an open line of communication with your client. Whether via phones, email, or face-to-face meetings, make it a habit to update them about your project’s progress at every step. While you’re at it, be sure to answer queries, take suggestions, and make the necessary changes to help you quickly address areas of opportunities and leave little room for errors.

5. Always be transparent and honest

Any business undertaking can inevitably come with potential mistakes. No business is perfect, no matter how solid your goal setting is and careful your project implementations are. Whenever you make errors or face difficulties, be sure to be honest with your client about it. Be transparent in all your business undertakings, whether good or bad, and you’ll earn their trust and confidence even more.


Client relationship management is easier said than done, yet there are effective ways to make it work for the best. As discussed above, set your goals with your client, work with them all the time, keep their best interest in mind, regularly communicate and update, and always be transparent and honest. With all these steps in mind, you can expect a smooth client relationship and overall business success for both parties!
Are you looking to improve your accounting workflow and boost client relationships? We provide accounting practice management through cloud-based CPA management software, QuickBooks integration, document storage, and other solutions. Visit our website today to start your free trial!