As accountants, we’re great at a lot of things. However, one skill set we’re often not taught is how to communicate with clients effectively.

Effective client communication is essential to running a successful firm. Our recent article  breaks down what you need to know to effectively communicate with your clients using what we call the 5 Ws of communication.

A few of the key points we cover are:

Introducing the 5 W's of Effective Client Communication

First, we introduce the five W's and show you clear examples of how to communicate with your clients. While you’ll need to check out our article to get the full details, I will mention the 5 W's:

  1. Who
  2. What
  3. When
  4. Where
  5. Why

Who are you communicating with? What is the purpose of communication? When do you need them to take action? Where should this action take place? Why do they need to complete this action?

If you follow the 5 Ws, I am confident you’ll have an easier time communicating with clients.
We also sh

are a few additional tips in the article that can help anyone improve their client communication.

Quick Tips to Communication Success

Over time, you’ll find breakthrough moments where you learn how to communicate succinctly and effectively. While there are quite a few tips that I go into great detail on in the article, a few of them include:

  • What you shouldn’t include in your communication so that you don’t confuse your clients
  • What information to include so that you don’t have to waste precious time going back-and-forth with clients
  • How automation and even outsourced teams can help you have effective forms of communication

If you’re great with numbers yet struggle with client communication or simply want to improve client communication, you’ll definitely want to read the full article here.

To learn more about how Client Hub can help you with client communication or to schedule a demo, contact us here.