5 Things Clients Want from Their CPA

Change is inevitable. Growth, however, is an option. It is up to the organization to stay ahead of the curve and embrace the change to maintain continuous growth. With the help of technology, companies can stay aware of what their end consumers want. On the same line of thought, they know what to expect from those who work for them.

Dealing with taxes and accounting tasks is not an easy thing. Therefore, most small and big companies hire CPAs to work for them. They know of CPAs as professionals who are very good at handling numbers and taxes.


5 Things Clients Want from Their CPA

Handling CPA clients with unrealistic expectations at the accountant’s end becomes hard sometimes. If you are a CPA or are running an accounting firm, you should know what your clients would expect from you in extreme cases. It will help you stay prepared on your end and handle complexities at work.

What Do Clients Expect from Their CPAs?

The work-life of a CPA is wider than filing tax returns for their clients timely. You can put yourself in your client’s shoes and understand what they expect from you to build a long-term relationship with them.

As an accountant, here is what you need to know about the accounting firm clients –

All-Time Accessibility

Accounting and finance-related needs of almost all businesses are critical and urgent. Compared to other less-priority tasks, you can’t put the accounting tasks on hold for long. Even a tiny mistake in handling the financial data of a company can cause a loss of thousands of dollars or even more.

This is why the accounting firm clients want you to always be available for them. You never know when they will call you to correct the finances or ask for specific reports.

At your end, this simply means you need to have access to all the accounting-related data all the time. No matter where you are, you should be able to work on the data per the client’s recommendation. You can’t say you will get things done only during office hours. Failing to work this way may strain your business relationship with your clients.

To be safe, you are recommended to choose cloud technology to fulfill your client’s expectations. This way, you can access the business applications and data saved in the cloud environment anytime, anywhere.

Not just that, you can change the data in real-time on the go, and it will get saved in the cloud.

2. Clear Communication and Reassurance

No matter how small or big accounting firm clients are, this is something everyone seeks. They already have hundreds of things to work upon. One of the main reasons they hired you is to let you work on accounting tasks while they can work on others.

For a business owner, handling finances and accounts on their own is most likely to cause more stress than anything else.

You might have also realized that your clients expect you to communicate clearly about things to be done and complexities, if any. You should also come up with proactive advice for filing taxes or handling accounting-related tasks rather than just following a tax-only service model.

CPA clients may not ask you about the ins and outs of how you are dealing with their companies’ finances. But they expect reassurance from your end that you are actively working for them as you should.

3. Real-Time Collaboration

It is true that managing your clients’ data and sharing the required reports is a time-consuming task. You might have even faced situations wherein you need to send the same files to your clients a number of times because of the updates required.

Generally, accountants depend on emails to share files back and forth with their clients. Again, the multiple copies of the same files need to be saved at your end for future references. However, technology has done its part to make things easier for CPAs and accounting firms. To ensure real-time collaboration with your clients, cloud technology can be a real asset for your business.

Specific to your business needs, you can opt for private server hosting and store your clients’ data on it. You can give the clients, and their team authorized access to the data saved in the cloud environment. This way, they can easily collaborate with you for making updates in the data files, reports, etc. you send to them.

The real-time collaboration of data will not only make your clients happy with your services, but it will also improve your productivity at work.

4. Security of Their Business-Related Data

This is one of the most basic expectations of clients from their accountants. Their financial data is the lifeblood of their business. Loss of such data or even unauthorized access to the data can cause significant losses to them.

As an accountant, you may be saving the accounting data of all your clients in our office computers, expecting that it will be completely safe there. But it is also true that there is always a slight risk of data loss from the office computers, be it in terms of hard drive crash, cyber-attacks, or an attempt to steal the data.

If you want to fulfill this expectation in the best possible manner, keep your clients’ data hosted on the cloud. Look for a renowned cloud hosting service provider that will take the load of data security away from you.

It will then become the provider’s responsibility to ensure your data is safe on the cloud. The cloud service providers make use of hi-tech security features such as firewalls, data encryption, Intrusion Detection and Prevention, and many others.

So, you can be at peace that your clients will never question for the loss of any data.

5. A Long-Term Relationship of Trust

Just like in any other industry, maintaining good business relationships with the clients is very important in the accounting industry as well. If a client does not have enough reasons to trust you, he/she won’t hire you at all.

Once the clients have onboarded you to take care of the accounting processes related to their business, they want you to build a trustworthy relationship.

Other than just the tax filing and accounting processes, you may also be called by your clients to consult them in developing business growth plans or partner with their trusted advisors, attorneys, etc.

All such opportunities can make you build a good relationship with your clients. So, you should always be ready to make the most of them. Similarly, you can be proactive to interact with your clients, ask them questions about their business, tell them what more you can do for them.

Keep in mind that if you want to trust your clients to support your accounting business, you should give them reasons why they should trust you.

Final Thoughts

Knowing what your existing, as well as prospective clients, expect from you can lead to a win-win situation at both the ends. It gives you the opportunity to showcase what value you can bring in as a well-informed, professional accountant to their business.

So, be committed to delivering services that cater to a wide range of concerns. Give your clients a better experience to deal with you and relieves their worries.

If you are looking for cloud hosting services, connect with our Solutions Consultant.

About Julie Watson

Julie is a dynamic professional with over 16 years of rich experience as a VDI and Application Hosting expert. At Ace Cloud Hosting, she humanizes disruptive and emerging remote working trends to help leaders discover new and better possibilities for digital transformation and innovation by using cloud solutions with an enterprise-class security approach. Beyond work, Julie is a passionate surfer.
On the weekend, you will find her hanging out with her family or surfing around the North Shore of Oahu.

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