5 Tips for CPA Client Success

TAX TIPS AND STRATEGIES: PART 2

Hopefully you made it through the corporate tax deadline and are content with the results. As you wrap up the tax season, now is an ideal time of year to review any pertinent tax regulations for your business clients’ 2017 activities.

We put together five tips for going above-and-beyond the call of duty for the benefit of your clients’ bottom line:

  1. Get Personal: Having a “client-first” mentality has proven to be the most effective method of client retention and prospect conversions. Reach out via phone, not email, and learn about your client, their needs, and what you can do for them!
  2. Get Down to Business: It is spring and the days are beautiful! As suggested in part one, Last Minute 2016 Tax Tips and 2017 Planning, enjoy the fresh air and stretch your legs by inviting your clients out to lunch to discuss their business, this year’s changes, challenges and successes. You will be amazed at how much you can learn about their financial situation by understanding their day-to-day operations.
  3. Get Details: This conversation can lead to identifying other services that you can provide, or referrals that will improve their financial situation. Your other business relationships can be a significant value to your client. Don’t’ be afraid to share your successes with clients and recommend additional services.
  4. Get Results: Strategic partnerships and cross-selling can build goodwill and reflect your willingness to go above-and-beyond. Many incentives relating to specialty tax are often overlooked. Cost Segregation, Energy Incentives, R&D Tax Credits, and Tangible Property Repair Regulation reviews are all services that can greatly benefit many of your clients. Go the extra mile and use the providers in your circle to benefit your business and those of your clients!
  5. Get Referrals: Don’t be afraid to ask your client directly “How am I doing?” If they are happy with your services, then by all means, ASK for a referral. One article states “Highly satisfied clients are delighted to give referrals. In fact, when surveys ask affluent clients why they don’t give referrals, their Number One response is that they are never asked!” If you want more information I would recommend reading “The Art of the Referral” by Patricia Abram.

As things begin to wind down, take advantage of the time to connect personally with your clients and become a valuable resource to ensure their satisfaction and your long-term success.

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