How Do You Rate on the 34 KPIs for Client Relationships?

Technology is an enhancement, not an alternative.

By Gary Bolinger
Profit in Disruption

In order to effectively engage with clients, the following are key ingredients of the relationship:

Trust
Quality communication
Ongoing valuable benefits to both persons and aiming for the classic win: win
Regular framing of the relationship.

MORE: The Key that Unlocks Client Advisory Services | If You Can’t Explain It, No One Will Buy It | The Three Types of Advisory Services Clients Need Today
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Mutually agreed transparency, high-quality and considered communication, striving for two-way benefits and correctly framing the relationship will create the desired beneficial outcomes in that relationship. Such terminology can appear lacking in empathy, but these factors translate into an improved business and personal relationship.

Posted on May 10, 2022

Gary Bolinger

About the Author

Gary Bolinger, CAE, a longtime advocate for accountants as advisors, is vice president of client relations at Oodles LLC, a software company for CPA firms seeking to expand advisory services. He served as the CEO of the Indiana CPA Society from 1990 to 2018.

Bolinger began his career with the Indiana CPA Society in 1984 as the field activities director. He earned bachelor’s and master’s degrees at Indiana State University. From 1993-95, he served on the CPA Society Executives Association Board of Directors including positions as treasurer, secretary, and president. He has served on several AICPA committees and task forces including Information Technology, Strategic Planning, Peer Review Board, Uniform Accountancy Act Committee, and the Pre-certification Education Executive Committee.

Bolinger has been named one of the “Top 100 Most Influential” people in the accounting profession and Outstanding CPA Association Employee of the year.

He was named Association Executive of the Year by the Indiana Society of Association Executives and received the Indiana CPA Society Chairman's Award on two occasions. Since January 2018, Gary consults with associations on strategy and governance and has served as an AICPA G400 firm representative.

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