What Great Clients Bring to the Relationship

In public practice, every client relationship is unique. Some are fast-paced and transactional, others are built over years of trust and collaboration. But regardless of size or complexity, certain client behaviours consistently make the advisory relationship smoother, more productive, and frankly—more enjoyable. 

At a time when CPA firms across Canada are shifting from compliance to advisory leadership, these positive behaviours aren’t just appreciated—they’re essential. Great clients help us deliver better outcomes, build deeper relationships, and focus more time on strategic guidance rather than administrative hurdles. 

Here are a few characteristics of clients that consistently elevate the experience—for both sides of the engagement. 

They follow through. 

Timely communication and follow-up build trust. When a client says they’ll send documents, sign a form, or review a return, and they do—it keeps projects on track and teams focused. 

They come prepared. 

Organized clients don’t need to be perfect—but a little preparation goes a long way. Uploading documents in the right place, naming files clearly, or even using a checklist can save hours of back-and-forth. 

They provide realistic estimates—with context. 

Sometimes clients can’t get an exact figure. That’s fine—as long as they’re clear about it. Saying “this is an estimate, here’s why” helps us flag what may need revision and plan accordingly. 

They pay promptly. 

Respect for the work shows up in many ways—and timely payment is one of them. It signals that the client values the relationship and understands the effort involved. 

They reach out directly with billing concerns. 

If something seems off, a quick, respectful conversation clears the air. Clients who call or email the appropriate contact—rather than raising it in frustration later—help preserve a sense of partnership. 

They share feedback early. 

Whether it's about a missed expectation, a misunderstanding, or a frustration—great clients bring those concerns forward early, constructively, and to the right person. That allows us to respond with care and clarity. 

They ask questions. 

We don’t expect clients to understand every technical detail. In fact, we appreciate when they ask for clarification. It means they’re engaged and making informed decisions—exactly what we want. 

They review documents with time to spare. 

Rush jobs create stress, especially when clients sit on a deliverable until minutes before a deadline. A thoughtful review shortly after receiving a file allows time to resolve issues and avoid errors. 

They use available technology. 

Client portals, digital signatures, secure uploads—these aren’t just convenient, they protect everyone’s time and information. Clients who embrace tools like these reduce friction across the board. 

They collaborate, not litigate. 

The best relationships are built on trust. Clients who approach challenges with a cooperative mindset—rather than a confrontational one—create space for better advice, faster solutions, and long-term support. 

They understand the role of taxes in society. 

We don’t write the rules—we help clients navigate them. Clients who understand that taxes fund essential systems tend to approach conversations about planning, compliance, and obligations with more perspective. 

They see the value in documentation. 

When lenders, banks, or other third parties ask for reports or backup, clients who understand the need for quality support documents—and the time required to prepare them—are easier to serve well. 

They accept occasional mistakes—with reason. 

No firm is perfect. Clients who can accept a transparent explanation and know that issues are resolved with integrity tend to be more resilient—and more loyal—in the long run. 

They express appreciation. 

A simple “thanks for getting that done” can go a long way. It fuels team morale, especially during tax season, and strengthens the sense of mutual respect. 

They refer others. 

Word-of-mouth remains the most powerful form of growth. Clients who refer family, friends, or business partners are affirming the value of the relationship—and helping your firm grow in a healthy, values-aligned way. 

They’re generally content in life. 

Clients who are satisfied with their lives tend to bring positive energy to their interactions. They make meetings easier, conversations more constructive, and challenges easier to solve. 

Final Thought 

In today’s environment, being a great client means more than being organized—it means showing up as a partner in the process. For CPA firms working hard to provide strategic, client-first advisory, these behaviours aren’t just helpful—they’re foundational. 

And while we always strive to deliver great service no matter what, there’s real power in mutual respect. When both sides bring their best, the results speak for themselves.