Four Keys to Building Win-Win Relationships with Clients Beyond Accounting Services

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Developing long-term results for your clients and maximizing the lifetime value of their business depends on building win-win relationships. From your clients’ perspective, understanding their business needs and helping them streamline their operations with the right tools is an essential part of the equation.

As the business environment becomes more complex, clients look to your firm for more than simple accounting. They are looking for guidance on a wide range of operational issues, including:

  • Technology
  • Financial management
  • Human resources
  • Complex tax issues

To learn more from QuickBooks experts on how to take advantage of other tools that sync with QuickBooks, register now for the QuickBooks Tools to Offer Advisory Services Seamlessly webinar on September 16 at 2 p.m. Eastern Time.


Creating a more strategic advisory relationship with your clients not only allows your firm to provide highly valued services and help your clients succeed. It also establishes the opportunity for your firm to maximize its revenue potential.

While these mutual growth opportunities are exciting, they are also challenging to fully realize unless you have the right tools to support client collaboration.

A robust and integrated Customer Relationship Management (CRM) platform is critical for building the connections between your firm and your clients. What’s more, a CRM allows you to both benefit from the strategic insights that form the foundation of success.

Once you have this foundation in place, these four keys help you further expand your firm’s accounting services to maximize the benefits of win-win relationships for you and your clients.

  1. Create a seamless workflow between you and your clients. A CRM that directly syncs to your client’s accounting system allows you to instantly eliminate the need for data migration and double data entry. Method:CRM is an excellent tool for this as it syncs automatically and seamlessly with QuickBooks, allowing you and your client to share data in real-time.
  2. Leverage a comprehensive view of your clients’ business to expand your advisory relationship. Once you have a direct connection to your client’s financial data, you’ll be able to use this business performance information to go beyond day-to-day accounting conversations with your clients. Instead, you can offer analysis and advice on how to more effectively structure business finances to support plans for expansion, product launches, entry into new markets, and other vital initiatives.
  3. Create strategic financial recommendations for each of your clients. A comprehensive accounting-focused CRM provides a comprehensive view of each of your client’s customers, transactions, and prospective sales. All of which are performance details that you can use to develop an overall snapshot of the health of your client’s business.
  4. Help clients implement strategies to maximize mutual success opportunities. Once your accounting firm has recommendations based on the insights an accounting CRM provides, you can work with them at a higher level, beyond your initial role as an accounting firm. From helping clients to streamline their operations to more effectively managing cash flow and their sales data.

Creating win-win relationships between your practice and clients helps you transcend the role of being a basic accounting provider. Instead, you transition into a trustworthy advisor, continuing the growth and health of your firm.

The four keys above help you unlock and leverage these mutually beneficial opportunities and help you further expand your firm’s client relationships more fully. This is especially true when both you and your clients are unified by a robust CRM designed to support your mutual success at new levels, including the ability to seamlessly integrate with QuickBooks.

To learn more from QuickBooks experts on how to take advantage of other tools that sync with QuickBooks, register now for the QuickBooks Tools to Offer Advisory Services Seamlessly webinar on September 16 at 2 p.m. Eastern Time.