Client Review Meeting for Accounting & Finance
Prepares, conducts, and follows up on periodic business review meetings with clients to assess performance and plan ahead.
Built with ASIC regulatory requirements, AML/CTF compliance, Tax Practitioners Board obligations, and APES standards in mind.
Workflow Stages
Data Collection and Preparation
Gather performance metrics, engagement status updates, and relevant insights for the review presentation.
Inputs
- Performance dashboards
- Engagement status reports
- Client satisfaction survey results
Outputs
- Review presentation draft
- Key metrics summary
- Discussion topics list
Internal Pre-Client meeting
Align internal stakeholders on the review agenda, potential concerns, and strategic recommendations.
Inputs
- Review presentation draft
- Open issue list
- Growth opportunity notes
Outputs
- Finalized presentation
- Team role assignments for the client meeting
- Prepared responses to anticipated questions
Client Review Client meeting
Conduct the review client meeting with the client, covering performance, roadmap, and mutual action items.
Inputs
- Finalized presentation
- Client meeting agenda
- Video conferencing or client meeting room setup
Outputs
- Client meeting notes
- Client feedback captured
- Action items agreed by both parties
Decision Points
- • Are there concerns requiring immediate escalation?
- • Does the client want to adjust scope or priorities?
Follow-Up and Action Item Tracking
Distribute client meeting notes, assign action items to owners, and set deadlines.
Inputs
- Client meeting notes
- Action item list
- Team contact details
Outputs
- Client meeting summary sent to client
- Action items assigned with deadlines
- Next review date confirmed
Frequently Asked Questions
How often are client review meetings held?
Standard accounts receive quarterly reviews, while strategic or high-value accounts are reviewed monthly.
Who attends the review client meeting from the client side?
The primary client stakeholder and any additional decision-makers they choose to include. The agenda is shared in advance so attendees can prepare.
What happens to action items from the review?
Action items are tracked in the engagement management system and reviewed at the next client meeting. Urgent items are addressed immediately with interim updates provided.
Ready to implement this workflow in your business?
Our team can implement this workflow into your business operations with custom tools and training.