只需四步贏取您的"史上至佳會計師"徽章

 對于那些贏取"史上至佳會計師"徽章榮譽(yù)的人來說，他們可能僅僅關(guān)注客戶服務(wù)的一些基本知識。這些至根本的的基礎(chǔ)也許看來非常的簡單，但是，它們是客戶至佳服務(wù)的核心，這些基本知識包括：

1. 積極性

2. 理解、滿足和超越預(yù)期值

3. 響應(yīng)能力

4. 視客戶的事情如同自己的事情

原文如下：

Now，those of you who earn this badge probably focus on only a few basics of client service. These are such rudimentary basics they may almost seem too simple. However，they are the core of the best client service - and I think all too often we may miss them. The basics include：

Proactiveness

Staying in front of your clients throughout the year, frequently bringing them ideas on how they can reduce liability and risk, and maximizing profitability and improving efficiency. Helping them understand how legislative changes affect them, their business and their future. This demonstrates you are clearly interested in their success.

Understanding, meeting and exceeding expectations

All too often, a misunderstanding regarding deliverables, scope and timing sets us up for an automatic fail. It only takes a second to overcome this common error. Confirm your understanding of what you think you’ve heard with the client. If you offer a delivery window, make sure to give yourself extra time. Then deliver a day early!

Responsiveness

The process, employed by leading internet retailers regarding instant order confirmation, delivery update, delivery confirmation, and satisfaction survey, has created a problem for many accountants. We are held to similar standards whether our clients would admit it or not. When a client emails or calls you, they expect fast response. Not a day or two later. Those accountants who earn the “best accountant ever” badge are responding within hours and even minutes.

Caring about your clients’ business as much as your own

Caring cannot be forced, manufactured or faked. You have to want to care, and you have aspire to be seen as a true business “partner” with the client. You have to want to go beyond the transactional nature of many of your tasks and elevate your role. Helping your client navigate the best path for success, and then guiding them along the path, is one definition of bringing this simple strategy to life.

In summary, excelling at the basics of client service is an undeniable way of earning the “best accountant ever” badge! Just like I realized with the Ahi tuna steaks, simplicity is ultimately the best. So the next time you think you’d like to get fancy, stop and remember what your clients value and need most from you. It’s likely proactiveness; understanding, meeting and exceeding their needs; and being hyper responsive.

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