Source: Small Business Trends | Repost Fadely 7/11/2023 –

Working with a new client is always stressful. You each have to get to know each other and find out what the expectations are early on. For clients that are overbearing and a bit on the needy side, it can prove to be a strenuous relationship that is fraught with problems from the very start. Getting these issues in check early on is important to salvaging the relationship and ensuring that you are able to work together for the long haul. That’s why we asked 12 entrepreneurs from Young Entrepreneur Council (YEC) the following:

Managing New Client Expectations

Here’s what YEC community members had to say:

1. Set Clear Deliverables

“Send your client a highly detailed list of deliverables that contain realistic deadlines for each line item. Review these deliverables with your client one by one and answer any questions they may have prior to moving forward with the project. This will ensure that both you and your client are on the same page and share the same expectations.” ~ Duran Inci, Optimum7

2. Be Authentic

“There’s too much fluff in most business proposals. People love to overpromise, so be authentic, talk to the client about what you are willing to do for them, what you hope to achieve from the relationship and be transparent about the challenges and obstacles involved. An honest assessment of the potential (and challenges) of the relationship is more effective and sets realistic expectations.” ~ Shawn Schulze,

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Author: Scott Meister, CPA

I help small businesses, accountants, bookkeepers, office managers, and business owners with their accounting needs. I’ve used QuickBooks since 2002 and train folks on how to use it efficiently. I create high-quality video training tutorials for QuickBooks and post them on

Certifications include: Certified Public Accountant (CPA) | Certified Bookkeeper (CB) | Advanced Certified ProAdvisor for QuickBooks Desktop | Advanced Certified ProAdvisor for QuickBooks Online | Certified ProAdvisor for QuickBooks Enterprise | Certified ProAdvisor for QuickBooks Point Of Sale