The Recipe for a Strong Customer Relationship

The key ingredient in your recipe for success is customer relationships.

As business owners, running our businesses can be so overwhelming and time-consuming that we neglect or overlook the key ingredient for a recipe to success: our customer relationships.

Above all else, our customers matter the most. They are the lifeblood of our businesses – representing the key to business survival and the opportunity to grow our companies and impact our communities.

Therefore, it goes without saying that our customer relationships mean everything.

Building strong customer relationships doesn’t happen overnight – they take a lot of time, effort and strategy.

In our 15-year journey at SBS Accounting & Advisors, I am so thankful for the relationships I have built with so many of you – our customers – and the outpouring of support and trust you have shown us along the way.

While forming strong customer relationships is an ongoing process, I want to share with you some of the key ingredients that our SBS team strives for every day to connect, and grow, with you – hopefully helping you carve out stronger relationships with your customers as well.

Exceptional Customer Service

You can have a great product or offering, but without the proper customer service, it means very little.

More than that, it’s exceptional customer service that can set you apart, help you reach your biggest goals and dreams, and, most importantly, give you a feeling of fulfillment and joy that your customers are happy and thriving.

For some tips on how to boost your customer service, check out our recent blog.

An Uplifting and Transcendent Customer Experience

A customer’s experience with you and your business will be what ultimately drives and dictates your relationship. This means connecting with them on a deeper level and making their experience with you memorable.

Truly get to know each of your customers/prospects. Get to know their wants, needs, struggles and triumphs – in business and in life. Be authentic, genuine, honest and transparent. Deliver on what you say, and always strive to do more and do better. Celebrate the wins, use the misses as ways to learn and grow and as inspiration to improve, and always be present and deliver a prompt reply to their questions and a powerful solution to their issues.

This lays out a terrific foundation for the customer experience, but now it’s time to “Wow” them. This can be as simple as thanking them for their business and showing how much you value them with your words.

It can also be bigger.

Consider a random act of kindness, such as doing something special for their children or their pet, or their father on Father’s Day. Perhaps, create an out-of-the-box idea or solution for their business that they never saw coming.

When we truly show how much we care – and do things that are too big to ignore – we create memorable experiences that keep us top of mind with our clients and take our relationships to the next level.


Once you’ve delivered exceptional customer service and an uplifting and transcendent customer experience, you are set up for exchanging referrals – all you have to do is ask.

I find that too often, business owners are reluctant to ask for referrals or neglect to do so. That is a BIG missed opportunity. While referrals can sometimes be a roller coaster, they should come very easy when your clients love their experience and the service you’ve brought them.

These kinds of customers are the ones who are most loyal and most willing to refer business your way – and by all means, refer business back, too!

(As a matter of fact, we love referrals! Click here if you have a friend or colleague who needs bookkeeping services.)

While doing business with your clients, there are ways to ask for referrals without being too salesy. As soon as you provide a customer solution or finish a key assignment or project, engage them with a review of their experience.

This is a good time to get a testimonial or engage them in an exchanging of a referral. Building this into your finishing strategy can be an organic part of the process – and a natural time for them to feel compelled to explain their experience and bring you more business.

For some advice on ways to land referrals, check out one of our blogs here.

Making the Customer Feel Special – Every Time 

It’s important to remember that every client is different and there’s no cookie cutter approach to customer experiences or relationships.

Your customers crave personalized attention, honest and caring people, powerful solutions to take them to the next level, and memorable moments that touch their hearts.

I hope that our tips in this article resonate with you in some way, and help you carve out stronger relationships with your customers. At the same time, we’d love to hear about your own journey and what has worked for you with your customers.

So, if you have any questions, want to explore these strategies or want to share your own experiences, don’t hesitate to contact us today.

We’d love to hear from you and work together to grow and prosper!

Get to Know Our Niches at SBS Accounting & Advisors

Good financial management is critical to success in any industry, but each one has specific differences that you need to know about. Let’s learn more about that in this blog. 

Over the course of our 15-year journey at SBS Accounting & Advisors, one thing stands out today as much as it did from the very beginning: none of it would be possible without all of you – our loyal and trusting customers. I am humbled by your support and honored by the trust you’ve placed in the SBS team to handle your most sensitive information, find you powerful solutions to your everyday needs, and help you grow personally and professionally.

While we’re blessed to serve many different industries and businesses, we have developed particular niches over time that we feel passionate about, and confident that we understand their unique needs and opportunities for long-term growth.

In this blog, I will go over some of those niches and offer some resources that may help. Here is more on those niches, and know that our SBS team is constantly striving to take you and your business to the next level.


If you’ve been following our recent blogs and newsletters (thank you!), you’ve seen how much I deeply care about serving churches and how much my faith means to me. I am so honored and grateful for Jesus Christ, and what He has done for me. I am so thankful to Him and His sacrifice on the cross for my sins, helping give me strength and wisdom every day and assurance that one day I will be with Him for all eternity.

When it comes to running your church and planning for growth, we know that the task of managing your church’s finances – and keeping up with your for-profit counterparts – can weigh heavy on your shoulders. At SBS, we make it our mission to help you and your church serve God and use his finances legally, so that you can continue to be there for your congregation and community.

It starts with understanding that it’s about more than just money; it’s about being a good steward of the resources that God has given you. We will help you get there based on our experience and knowledge at SBS.

To learn more about how we can best serve you, check out some of these resources:


Another niche we’ve been blessed to serve is construction. As a construction owner, we know you wear so many hats and are faced with many challenges, such as lack of skilled workers, high insurance costs and not enough cash on hand.

With more than a decade of experience specializing in construction accounting, we know the ins and outs of your industry, and what it takes to help you grow and prosper. Check out some resources below to learn more.

Professional Services – Accounting 

When it comes to CPAs, we take a unique approach. We know you are good with day-to-day numbers, forecasts and tax filings, and we know our role as the bookkeeper – turning the client’s data into actionable results that ignite growth and success. At SBS, we feel the best value of the relationship is when the CPA and the bookkeeper works as a team with the clients – something we call a “three-way triangle.”

With teamwork, helping each other grow and doing our absolute best for our clients in mind, check out our resources to see our referral strategy and learn more about this three-way triangle.

Car Washes

Another industry we have worked with for more than a decade is car washes. We’ve seen firsthand your biggest pain points, such as high costs, overhead and the need to improve your bottom line. Our SBS team strives to find powerful solutions to your everyday needs, coming up with actionable plans to solve those pesky pain points.

To learn more about how we can take you and your car wash to the next level, check out these resources:

Other Industries SBS Serves 

While we have carved out a niche in the four industries above, we are able to serve many different industries at SBS. Those include real estate brokers, restaurants, professional services, non-for-profit organizations, and more.

For a list of the broad range of clients we help, click here.

Want SBS to Take a Deeper Look at Your Business? We’re Here to Help!

I hope that some of the resources and content in this article resonated with you and your business in some way. If you would like our SBS team to take deeper look at your business, or just have some questions, contact us today. We’d love to hear from you and find opportunities to bring you growth and success!