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The Book-keepers Forum (UK) -> Professional Book-keepers in Practice -> Client birthday etiquette
Post Info TOPIC: Client birthday etiquette
Terri


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Client birthday etiquette
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Hi, 

This is probably one of the, if not the, strangest question on here, but my client's birthday is coming up and I am wondering whether it would be good or bad business etiquette to post him a birthday card, obviously not a funny one that could be taken the wrong way.

What do you guys do?

Terri


__________________

Terri Homyard AICB CB. Cert PM. Dip

A1 Bookkeeping & Payroll Services

www.a1-bookkeeping.co.uk
Alison


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HI Terri

I don't send client birthday cards but if I am organised enough at Christmas normally send clients a christmas card.

Alison

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Julie


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Hi Terri,

I personally think sending clients birthdays cards as being a bit too personal ! Best to leave the cards until Christmas when everyone gets one. Bear in mind the need to keep a professional business relationship with your client - you dont want any wrong signals / impressions being sent out !

Julie

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Terri


Senior Member

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Posts: 411
Date:
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Thanks Julie, that's what I was worried about - I wanted to come across as professional but wasn't sure if sending one would be a personal touch? Thank you, I will stick to christmas cards

Terri

__________________

Terri Homyard AICB CB. Cert PM. Dip

A1 Bookkeeping & Payroll Services

www.a1-bookkeeping.co.uk
Flex Accounting Services


Senior Member

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Posts: 207
Date:
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I agree with Julie. I think christmas cards are a nice touch, but birthday cards I think maybe going a bit too personal !

__________________
Beverley Flanagan MICB, CB Dip, PM Dip.
info@flexaccounting.co.uk
www.flexaccounting.co.uk
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