As a part of business, accountants and CPAs take on every new client that comes along. New client meetings are a great way of building trust and healthy relationship for long term. When done well, this meeting can be a great mean to your business and you as well. You have to organize and undertake possibly some of the most basic practices such as preliminary analysis of client’s requirements, client’s vision, pitching prices, affordable technology etc. to gain the client’s trust and accomplishing a successful business and personal relationship.

If you are going for a meeting with new client, check out this handy checklist of six rules, illustrated in infographic below. Every new client is going to be different but these general rules would help you to win over the client.


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