How often are you communicating with your clients?

Depending on your CPA or Tax Accounting practice, you may see your clients just once a year or once per week. Virtual CFO services vary greatly from those of tax preparation providers. What they both have in common is the need to communicate openly with clients to best serve everyone’s interests. 

First, if you are not in touch with your clients at least once a month, you are making a big mistake. There are so many issues facing your clients in today's economic environment that sometimes just saying hello is a reassuring action. Knowing that a professional is there to support and guide them is the main ingredient in a strong relationship. 

Technology now allows you to easily publish your advice via social media and email. If you don't have the time to set up and write your own articles, hire someone. Don't be afraid of social media or communicating with clients and prospects online. Times aren't just changing; they have changed. If you are not jumping all over these changes, then your competitors are.

Second, the stronger firms have better relationships with their clients and charge more. Why is that? Because both the client and the professional value the advice and services they provide and deliver on that promise. It is not that hard to develop your own network of followers and feed them ongoing tax planning and financial tips. You just need to take the first step. 

Here are some ClientWhys products to get you started:

Automated Tax Blog - $22 per month

Automated Email Client Newsletter - Starting at $34.95 per month

Automated Facebook Campaign - $24.95 per month

  • Lee Reams II

  • I am a marketing junkie who has spent the last 20 years developing and executing "best in class" word-of-mouth marketing campaigns. With over 10,000 happy clients I think we are on to something. The explosion in web marketing and social media have redefined the way independent professionals market their practices. Follow my blog to see if you can take some of our actionable ideas to market your own practice.

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