IT & Software

Discussing Client Requirements

Give me ideas to set expectations for my new accounting client with [number of employees] and [annual revenue].

What This Prompt Does

Helps you identify and structure the right questions to ask when discussing a new client’s accounting needs.
Supports discovery around bookkeeping processes, compliance expectations, reporting preferences, and business goals.
Encourages deeper client conversations to uncover inefficiencies, tech limitations, or growth plans that may impact accounting services.
Ensures you leave the meeting with clear direction on deliverables, timelines, software needs, and expectations.

Tips

Begin by understanding the client’s business model, industry, and existing accounting workflows to tailor your questions and recommendations.
Ask about software tools they currently use (e.g., QuickBooks, Xero, spreadsheets) and what they like or dislike about them.
Clarify service scope early—such as payroll, tax filing, reconciliations, or financial reporting—so that expectations are aligned.
Discuss pain points—what they’re struggling with, what has gone wrong in the past, and where they need the most support.
Use this conversation to build trust by demonstrating your expertise and offering value through examples, insights, or early wins.

Prompt

How do I best discuss accounting requirements with my new clients?

How To Use The Prompt

Fill in the placeholders:

[CLIENT TYPE OR INDUSTRY] – e.g., eCommerce, nonprofit, consulting firm, SaaS startup
[TEAM SIZE / INTERNAL SUPPORT] – e.g., solo founder, 10-person team, or in-house bookkeeper
[GOALS OR CHALLENGES] – e.g., needs monthly financials for investor reporting, struggling with payroll compliance, catching up on past-year books

Example:
"How do I best discuss accounting requirements with my new client?
Client: B2B tech startup with a remote team of 15
Needs: Accurate monthly financials, cash flow forecasting, and tax readiness
Previous accountant missed deadlines, and they are behind on expense tracking
Help me structure a requirements discussion to learn what’s working, what’s not, and how to support their goals moving forward."

Additional Information

This ChatGPT mega-prompt equips accountants, bookkeepers, and fractional CFOs with a proven structure to uncover client needs and deliver more personalized services. It moves conversations beyond surface-level checklists to strategic dialogues that drive long-term client satisfaction.

Clarify goals and uncover risks early to avoid misunderstandings later.
Reduce back-and-forth by collecting the right information in a single, efficient call.
Position yourself as a strategic partner—not just a service provider—from the very beginning.

This prompt is ideal for professionals onboarding new clients in the early discovery phase. Whether you're working with startups, nonprofits, ecommerce shops, or agencies, this tool gives you a repeatable way to ask smarter questions and deliver better outcomes.

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