Skip to content

This site uses cookies to store information on your computer. Some are essential to make our site work; others help us improve the user experience. By using the site, you consent to the placement of these cookies. Read our privacy policy to learn more.

Close
AICPA-CIMA
  • AICPA & CIMA:
  • Home
  • CPE & Learning
  • My Account
Journal of Accountancy
  • TECH & AI
    • All articles
    • Artificial Intelligence (AI)
    • Microsoft Excel
    • Information Security & Privacy

    Latest Stories

    • As Finance Duties Shift, CAOs Take On Strategic Role
    • Detecting anomalies with Benford’s Law in Excel
    • How multiple people can share screens simultaneously
  • TAX
    • All articles
    • Corporations
    • Employee benefits
    • Individuals
    • IRS procedure

    Latest Stories

    • New regs. reshape 1% stock buyback tax, drop funding rule
    • Managing MNE subsidiaries during tariff shocks
    • Second Circuit reverses Tax Court’s dismissal of deficiency petition
  • PRACTICE MANAGEMENT
    • All articles
    • Diversity, equity & inclusion
    • Human capital
    • Firm operations
    • Practice growth & client service

    Latest Stories

    • New regs. reshape 1% stock buyback tax, drop funding rule
    • As Finance Duties Shift, CAOs Take On Strategic Role
    • Common audit claims and defenses
  • FINANCIAL REPORTING
    • All articles
    • FASB reporting
    • IFRS
    • Private company reporting
    • SEC compliance and reporting

    Latest Stories

    • SEC accepting Professional Accounting Fellow applications
    • SEC names new chief accountant
    • SEC ends legal defense of its climate rules
  • AUDIT
    • All articles
    • Attestation
    • Audit
    • Compilation and review
    • Peer review
    • Quality Management

    Latest Stories

    • Common audit claims and defenses
    • QM is here: Advice from early adopters
    • Right-size your quality management documentation for SQMS No. 1
  • MANAGEMENT ACCOUNTING
    • All articles
    • Business planning
    • Human resources
    • Risk management
    • Strategy

    Latest Stories

    • As Finance Duties Shift, CAOs Take On Strategic Role
    • Managing MNE subsidiaries during tariff shocks
    • Promotion opportunities abound for CFO hopefuls
  • Home
  • News
  • Magazine
  • Podcast
  • Topics
Advertisement
  1. newsletter
  2. THE EDGE
THE EDGE

How to make a great first impression

Project friendliness and a sincere interest in the other person.

By Sarah Ovaska-Few
December 12, 2017

Please note: This item is from our archives and was published in 2017. It is provided for historical reference. The content may be out of date and links may no longer function.

Related

December 4, 2017

3 common writing errors that can undercut your professionalism

November 20, 2017

Job seeker beware: Signs you may not want that job

November 1, 2017

New scams target accounting job seekers

TOPICS

  • Professional Development
    • Communication

A lot can ride on a first impression. Think of all the times you meet someone new over the course of a career: interviewing for jobs, meeting your co-workers in your first weeks at a new job, finding contacts at conferences, and meeting for the first time with new clients or customers.

Making a good first impression during these meetings can go a long way to boost your career. At the same time, making an awkward impression can hurt it. 

That’s because people tend to lean heavily on their first impressions to assess and judge others, said Ann Demarais, a New York-based career consultant and co-author of First Impressions: What You Don’t Know About How Others See You.

“The way we see someone the first time is the way we think they are always,” Demarais said. “People take in a small bit of information about you and project it.”

Here are some pointers on how to leave a positive impression:

  • Be on time. If you have a time set up to meet an individual, make sure you’re there on time or a bit early.

    Showing up late sends the message that you didn’t care enough about the meeting or person to plan sufficiently, said Adam Blitz, CPA, owner of the accounting practice Streamline CPA in Fresno, Calif.

    Blitz, who spoke at the 2017 EDGE Experience in New Orleans, said he has set up interviews where potential hires haven’t shown up or made excuses about being late. They didn’t get a second chance, he said.

    Advertisement

    “You’re not going to come back from that,” Blitz said about tardiness.

  • Smile and sit up straight. Body language is incredibly important in first meetings, Demarais said.

    “Even before you open your mouth, the way you carry yourself is going to tell a story,” she said.

    That means having a firm, but not gripping, handshake. Also, make sure you have good posture when standing or sitting. Slouching sends a message of insecurity.

    Be sure to smile, and try leaning in a tad to show interest in the discussion, Demarais said. Most importantly, make eye contact with the person you’re talking with, to convey your interest in what they’re saying.

    Often, people don’t realize that they’re not making adequate eye contact. Demarais recommends asking a trusted friend or colleague about your interactions and their impressions of your body language.

  • Listen closely. One of the best ways to make a good impression is to pay close attention to the person you’re meeting, said Demarais. 

    Everyone likes to receive attention, and those who take the time to engage and listen are often more successful at making a good impression. Don’t dominate the conversation with tales about yourself, Demarais said.

    Concentrating on someone else also helps dispel nervousness, she said. Instead of thinking about your own anxieties, focus on making the other person feel comfortable. That could be as simple as asking how a person got into accounting, or what type of projects he or she finds the most rewarding. Just try to go beyond basic small talk and pay attention to the answers, she suggested.

  • Spark a conversation. One of the easiest ways to get noticed is to ask engaging questions that lead to fruitful discussions, said Tim Jipping, CPA, CGMA, senior manager at Plante Moran in Chicago.

    Jipping, who spoke at the 2017 EDGE Experience in New Orleans, finds that his clients are typically eager to talk about themselves and their business.

    But don’t ask about basic information you could have looked up on your own.

    Instead of asking what type of widget a client makes, ask how most people use the product or if there are regional differences in sales, he said.

    “Never be afraid to learn about [clients’] businesses from them,” he said. “They’re more than willing to share.”

    If you’re headed into a networking event or similar type of mixer, try to spend some time ahead of time looking up casual conversation topics, Demarais said.

    She suggested looking at news sites for quirky tidbits about quirky news or interesting scientific breakthroughs. She also suggested leaving political topics alone, to avoid inadvertently offending a new contact.

  • Know whom you’re meeting. Doing research ahead of an interview or important client meeting is a must, said Mel Weinberg, CPA (inactive), founder of St. Louis’s Accounting Career Consultants.

    He recommends spending time looking at individuals’ social media profiles on platforms like LinkedIn, as well as looking at their employer or business’s corporate filings and news articles about the company and industry.

    “You want to know as much as you can,” Weinberg said.

  • Follow up to make the impression count. If you’ve managed to make a good impression, don’t stop there, Jipping said. A good impression doesn’t mean anything unless you connect with the person again.

    He encourages people in his office to follow up successful meetings by planning their next meeting.

    “Put something on the calendar,” he said. “It forces action in the future.”

Sarah Ovaska-Few is a freelance writer based in North Carolina. To comment on this article or to suggest an idea for another article, contact Courtney Vien, a senior editor for magazines and newsletters at the Association of International Certified Professional Accountants.

Advertisement

latest news

December 1, 2025

New regs. reshape 1% stock buyback tax, drop funding rule

November 25, 2025

FASB updates guidance for hedge accounting, purchased loans

November 24, 2025

AICPA, state CPA societies call for accounting program recognition

November 24, 2025

AICPA asks Treasury, IRS to change approach to dual consolidated losses

November 24, 2025

About 1 million taxpayers to get automatic penalty relief next year

Advertisement

Most Read

Employers get reporting relief on tips, overtime; won’t face penalties for tax year 2025
IRS clarifies how employees can claim 2025 tip and overtime deductions
Inflation adjustments to retirement account limits issued for 2026
Using Excel’s TEXTBEFORE AND TEXTAFTER functions to easily tame messy data
Almost 1,400 IRS employees receive layoff notices, adding to staff losses
Advertisement

Podcast

November 20, 2025

Accelerating accounting outreach, a CPA leader’s campus return

November 13, 2025

Want to stop work from consuming your life? First, learn self-awareness

November 6, 2025

Real estate tax changes that advisers need to understand

Features

Rise2040: Envisioning the future of accounting and finance
Rise2040: Envisioning the future of accounting and finance

Rise2040: Envisioning the future of accounting and finance

As Finance Duties Shift, CAOs Take On Strategic Role
As Finance Duties Shift, CAOs Take On Strategic Role

As Finance Duties Shift, CAOs Take On Strategic Role

Personal branding and networking strategies for today’s CPA
Personal branding and networking strategies for today’s CPA

Personal branding and networking strategies for today’s CPA

Managing MNE subsidiaries during tariff shocks
Managing MNE subsidiaries during tariff shocks

Managing MNE subsidiaries during tariff shocks

IFRS 18: A fundamental redesign of financial statement presentation
IFRS 18: A fundamental redesign of financial statement presentation

IFRS 18: A fundamental redesign of financial statement presentation

SPONSORED REPORT

Preparing clients for new provisions next tax season

Preparing clients for new provisions next tax season

As the 2025 filing season approaches, H.R. 1 introduces significant tax reforms that CPAs must be prepared to navigate. These legislative changes represent some of the most comprehensive tax updates in recent years, affecting both individual and corporate taxpayers. This report provides in-depth analysis and guidance on H.R. 1.

From The Tax Adviser

November 30, 2025

How a CPA and wealth adviser partnership can guide families through transition

November 30, 2025

Digital asset transactions: Broker reporting, amount realized, and basis

October 31, 2025

Recent developments in estate planning

October 31, 2025

Current developments in taxation of individuals: Part 2

MAGAZINE

December 2025

December 2025

December 2025
November 2025

November 2025

November 2025
October 2025

October 2025

October 2025
September 2025

September 2025

September 2025
August 2025

August 2025

August 2025
July 2025

July 2025

July 2025
June 2025

June 2025

June 2025
May 2025

May 2025

May 2025
April 2025

April 2025

April 2025
March 2025

March 2025

March 2025
February 2025

February 2025

February 2025
January 2025

January 2025

January 2025
view all

View All

http://JofA_Default_Mag_cover_small_official_blue

PUSH NOTIFICATIONS

Learn about important news

This quick guide walks you through the process of enabling and troubleshooting push notifications from the JofA on your computer or phone.

CPA LETTER DAILY EMAIL

CPA Letter Logo

Subscribe to the daily CPA Letter

Stay on top of the biggest news affecting the profession every business day. Follow this link to your marketing preferences on aicpa-cima.com to subscribe. If you don't already have an aicpa-cima.com account, create one for free and then navigate to your marketing preferences.

Connect

  • X Logo JofA on X
  • facebook JofA on Facebook

HOME

  • News
  • Monthly issues
  • Podcast
  • A&A Focus
  • PFP Digest
  • Academic Update
  • Topics
  • RSS feed rss feed
  • Site map

ABOUT

  • Contact us
  • Advertise
  • Submit an article
  • Editorial calendar
  • Privacy policy
  • Terms & conditions

SUBSCRIBE

  • Academic Update
  • CPE Express

AICPA & CIMA SITES

  • AICPA-CIMA.com
  • Global Engagement Center
  • Financial Management (FM)
  • The Tax Adviser
  • AICPA Insights
  • Global Career Hub
AICPA & CIMA

© 2025 Association of International Certified Professional Accountants. All rights reserved.

Reliable. Resourceful. Respected.