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How to set accountability expectations with your clients

Our partners use Float in a variety of ways – from fully owning the software themselves and meeting with clients to update invoices, bills and budgets – to the client owning the majority of the work.

It depends of course on the level of involvement that your clients can commit to. However, the clients that take on a level of accountability for the information in Float tend to be more engaged with the software.

During your Float pilot, it’s important to set clear expectations with your 3-4 pilot clients for what they will be responsible for, and what you will be responsible for.  

To do that, work to understand what each client needs help with. What are the critical challenges for each? Based on that, can the client take on any ownership?

For instance, could your client take on the responsibility to chase payments, while you take on responsibility for applying for government support for that client?

Here’s what we recommend, but of course this is flexible:

Accountability Chart


For more information on how to use, promote and price Float, check out our Accountant & Bookkeeper Resources Hub