Protexure Tips: Connecting With Your Clients

October 21, 2013
Here at Protexure Accountants, we specialize in Professional Liability Insurance Policies for Small CPA Firms. We consider ourselves advocates for the Small Firm & Solo Practitioner, and we are here to help you make your firm the best it can be. One of the most important aspects of running your firm is connecting with your clients. Knowing your clients on a professional level is important and essential to business, but getting to know a client on a personal level will turn that client into a repeat client. Though we preach the use of Social Media as a marketing tool here on the Protexure Accountants Blog, word of mouth advertising, referrals, and client retention are not to be overlooked! Here are a few tips from our staff on how to connect personally with your clients: 1. Keep the Client Informed Just like all people, clients want to be in the know as to what is being performed pertaining to what you are working on for them. Whether it be a personal tax return or going over the books for a corporation, keeping the client informed all the way throughout the process (or at least promptly at the start and the end of billing) will help build trust in the relationship and lead to repeat business in the future. 2. Two Words: “Thank You” Ever heard the phrase: “Kill ‘em with kindness”? That’s the idea behind this Protexure Tip! Simple Thank You cards can be made up inexpensively and can be well worth the fee. Certain situations call for a Thank You card, including but not limited to: after meeting with a prospective client, at the start of work for a client, and most importantly, after the work is done for a client. Thank You emails could suffice as a cost-saving measure, however a physical card provides that personal touch that is both memorable and hard to come across in our digital age. Small things like that will help retain your existing clients. 3. Give Clients the Opportunity to Give Feedback Many Small Firms have a Referral Process, where people are able to refer your firm to other prospective clients. Referral systems can be as simple as a small, business card sized papers to hand out to friends and family, or they can be implemented in a survey. Feedback can be compiled to figure out what your firm excels at in the eyes of clients, and what needs to be improved upon. It shows the client that you value their opinion, once again building a personal connection with them. Use a combination of a Survey and Referral System to set yourself apart from other firms. Following these tips can give your firm a competitive advantage of excellent client satisfaction, no matter what areas of accounting your CPA firm focuses on. For a new CPA firm, building a solid client base might seem like a daunting task, but we at Protexure Accountants are here to help guide your practice to success! If you are a small CPA firm, visit our website or call us at (888) 803-9898 for a quick, free quote on Liability Insurance for your firm. Also, be sure to visit us on Facebook, Follow us on Twitter, and of course keep up to date with our WordPress Blog!

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