1 min readBe Integral to Clients

by Guy Gage | February 8, 2015 | Business

Serving clients is the whole reason why you are in the business. There is a certain delight you get when they appreciate you and your work. But the real fulfillment comes when your clients hold you in such high regard that you are considered invaluable to them. That’s what makes all the hard work and long hours worth it.

That’s why you should figure out how to be invaluable to your clients. Here’s a way to do it.

Divide your clients into 3 categories, based on their perception of you and your work.

  1. You are integral to their business. They look to you for advice and consultation, and demonstrate a “couldn’t do it without you” attitude.
  2. You aren’t sure. They may or may not value you as integral. Sometimes they give you that impression; other times not so much.
  3. You are not integral to their business. You have a fee-for service arrangement. It’s transactional in nature, not strategic. Your work may be necessary but, in their perception, could be done by someone else.

The reason this is important is because the more integrally you are perceived, the more likely it is that they will rely on you for future work. They enjoy working with you and prefer you to anyone else. Also, the more integrally you are perceived, the less likely you will have competition. You don’t have to constantly look over your shoulder, wondering if your clients are meeting with your competitors.

Unfortunately, there is no easy process or methodology to get your clients to consider you as integral. It’s not that simple because each client is different. They value different things, have different expectations and have different tolerances. Regardless, you have to find ways of moving your clients to the “Integral” category and then keep them there.This week, categorize your clients. How healthy is your client list? How could you move up those from “Not Sure” to “Integral?” Who can help you? Just find a way to be invaluable.

Read Related Blogs:

What Are You Making Space for This Year?

As CPAs, we enter 2026 carrying the weight of tax and audit deadlines, not to mention keeping up with the ever-evolving regulations. But leadership isn’t just about managing compliance, it’s about creating capacity for what truly moves the needle. This year, what are...

read more

Turning Compliance Work into Advisory Value

Financial compliance work is, at its core, a disciplined process for gathering and organizing data. On its own, however, data has limited value. The real value comes from the professional judgement applied to that information. A useful analogy is healthcare. A...

read more

Closing the Year with Gratitude and Renewal

As the calendar winds down, professionals everywhere find themselves reflecting not only on goals achieved but also on the deeper meaning of this season. The end of the year is more than a checkpoint on a timeline - it’s a powerful reminder of resilience, connection,...

read more