Skip to main content

Best way to deal with your client

I think your blog has been very helpful to all of us working on Auditing (whether Big4 guys or not), for the prospects on the practice or even for all those interested on understanding how things work in Audit firms and how to work hand in hand with auditors when asking us for additional work when auditing the companies we work for. 
I would really appreciate if you could share with us the insights (or at least some tips) on how to deal with them based on the experience on this new stage on you career.

If I'm reading this right, is the question on how to deal with clients now that I've seen both sides? The best way to do it is to prove to them that you're adding value. This means that when they ask you an accounting question, you make that your top priority and get them the answer. If it means running it up the chain, that's what you'll do.
You'll also want to only ask for the support that's necessary to get you the answer you want. Also, make sure you understand what you're asking for. And be polite. Listen, it's client service, so you can't go around like you run that place. And then when they run into an issue, work with them to get to a mutually beneficial answer that is both something you can live with as an answer and something that's not too painful for the client. It's a delicate relationship, but you need to get them to trust and respect you, and the way to do that is through helping them come up with answers to dealing with accounting issues. Yes, there's independence issues, etc, but all you're doing is helping them interpret guidance.This will certainly help as you progress in your careers.

Oh - and if you can shoot the shit with them, and they are willing to do the same with you, by all means do so. What also helps is if you take them out to lunch or dinner once in a while - doesn't always have the C-suite, can even be the senior accountants or managers at your clients. Goes a long way.


Anonymous said…

Hi again,

Thank you very much for your new posts. I think this has turned into a useful tool both for auditors and for people dealing with them at work. I really appreciate your advice, will try to follow your suggestions. I had to search “C-suite” on the web as I did not know what you meant with that.

Hope you keep up the good work with your blog.

Dan said…
Dealing with clients is always the hardest thing to to. This is one of the most important aspects that we teach. Doing the audit means little without good client skills.

Great blog post!

Kind Regards, Auditor Training Centre
Fantastic site you have here but I was curious about if you knew of any user discussion forums that cover the same topics discussed in this article?
Please Read More:
Actony Inc said…
It’s really very informative that I wanted ever, thanks for this.

Accountant Lighthouse point

Accountant Boynton Beach

CPA Boynton Beach
William Stinner said…
Wow! these are wonderful tips. Thanks for sharing them with us. Please visit
Samantha Geitz said…
This comment has been removed by the author.

Popular posts from this blog

career progression

"What can you tell me about the different possible tracks a person would take at the Big 4 in regards to tax vs. audit? Is there a difference in career progression among the two specialties? How about career potential? Workload?"

Loaded question. In terms of career potential, they're both pretty potent. Audit leads you to controller/accounting manager/ VP - accounting positions at companies if you choose to quit. Tax can lead to tax manager positions at various companies/ help them minimize taxes and exploit tax loopholes. It's a pretty important position in many companies...I'm not an expert on tax careers though, so you might want to ask somebody in a tax related position.
In terms of career progression, it's the same as audit...start off as a staff associate...move to senior..manager..snr mgr..partner.
In terms of workload, my friends in the tax department seem to work two busy the fall and in the spring. So I think they work more than i…


As a big four employee, lately, I've been hearing a lot about "boomerang" employees. Those who, for some reason or another, decide that leaving work when the sun is still out is not for them and alas, return back to the firm. Yes, the grass is not always greener on the other side, however, is this trending upward or about the same as it always has been? I think, also, that the firms really do a good job in highlighting those that do choose to return to make it appear more common than reality. Can you please speak about how you've seen the trend of "boomerangs" amongst the big 4? 

Good question. A boomerang, as the commenter pointed, is one who quits a big 4 Firm and then decides to return (or boomerang) back to the Firm after getting a taste of work life in the non-public accounting world.
I have seen a few return this past summer, but didn't really notice a trend until you mentioned it. It's definitely been higher than past years, but not enough to s…

auditing vs consulting

I was wondering if you could break down the career opportunities in auditing and consulting (in a big 4). I know that consulting pays more in a big 4 and has more interesting work, but it seems that auditing has extremely good exit opportunities (Financial controller, CFO etc). Any thoughts on which is better in the long run?

Well there's different consulting services offered by public accounting companies - the most popular being IT consulting and risk consulting. There are also other consulting services offered, but these two hire the most. Do they pay more? Yes, but not by much. Not enough for you to say: Shoot, the $$ is a huge reason for me to move over. Is the work more interesting than audit? Yes. You're actually looking over a company's processes and telling them what to do instead of what not to do (audit). Everyone I know who's made the switch likes it waay better than audit.
In the long run though, choosing audit vs consulting really depends on what you want t…