1 min readThe Client-Ready Standard
by Guy Gage | November 30, 2014 | Business
As he continued, it became clear to me that much of the volume of work before him was his doing, not the work itself. So I told him so. There was a moment of silence; then in a tactful tone, he requested that I say more about that. How could I blame him for all the work on his desk?!
I explained the principle that when someone completes their work, your expectation should be that the deliverable be “client-ready.” This means it meets the standard of client approval. If the work is client-ready, the time you have to spend on it is greatly reduced. Conversely, the more thinking, correcting and fixing you have to put into something to make it client-ready detracts your time and attention away from more important things. Your role is to add value to what has been produced; not to complete what someone else should have done.
When you see yourself solely as the client-ready wizard, you diminish your role and contributions to your clients. They want more from you than work that is accurate and on time. They need more. They expect more. They demand more. And if you don’t produce, they will find someone who will.
While “client-ready” may vary depending on the competence and experience of another, just be clear what you want. It all goes back to the standard you expect, communicate and hold accountable. Most professionals will step up their level of excellence…if you expect them to.
Read Related Blogs:
Strategy Isn’t a Luxury – It’s a Lifeline for CPA Firms
As year-end approaches, we often find ourselves in survival mode - juggling deadlines, client demands, and the whirlwind of the holiday season. It’s tempting to shelve strategic planning until “things calm down.” But here’s the truth: strategy isn’t a luxury reserved...
What Reality are you Naming?
Leaders establish reality by the way they talk about something. If a firm leader talks about a situation as unimportant, their followers will not take it seriously. If a leader refers to a decision as ill-advised, others will also resent it. If a leader reinforces a...
Igniting a Spark in Your Team Through Gratitude
As CPA’s, our days are often consumed by numbers and deadlines. Adding a bit of intentionality is all it takes to ignite a spark in your team that can transform your practice into a vibrant, motivated workplace. Gratitude is one catalyst for this energy. By weaving...

