No matter what the size of your accounting firm, gaining new clients and ideally keeping them, is doubtless one of your top priorities. How do you do this in an increasingly competitive market, though?
Here are just some of the ways to make your firm more attractive to prospective clients:
Maintain your digital presence:
In the new digital age, many prospective clients are checking out what firms and services are available to them, online, and if your website isn’t updated and interesting, or you don’t have a presence on social media, your competitors will simply step in where you are failing.
Here are some of the ways to make digital marketing work in your favor:
- Ensure that your website is up to date
With a modern, attractive website that delivers on both style and content, you can easily attract more clients. Make sure that it can be viewed and is responsive on a variety of different digital platforms, and keep your content fresh, accurate and relevant.
- Invest in content marketing
Whether you write your own blog posts and articles, or outsource them to a content marketing firm, the value of doing so is often undeniable. However, make sure that what is being read is helpful, interesting and accurate to both existing and new clients.
- Get your firms profile out there
Social marketing can be an invaluable tool for all manner of businesses and can help to raise your profile and your company’s brand. Use social media marketing to show prospective clients your range of expertise, and why they should be choosing you over your competitors.
Advance your firms technological skills:
If you have solid software foundations, you can offer a far more valuable service to your clients, and as an accountant or CPA, you can focus on other important tasks that may have fallen by the wayside as you try to cope with your workload. You can also consider outsourcing some of your workload, and as many of these services offer their clients advanced technological tools, you can take advantage of their expertise to help reduce your workload and keep your clients satisfied.
Here are a couple of ways in which you can use advanced technology to help your firm become more successful:
- Give your clients cloud access
In doing so, you enable your clients to access their numbers from wherever they may be.
- Automate low-level tasks
With the use of in-app automation for bookkeeping, payment and debtor tracking, you can help to reduce the workload for both you and your team, and your clients.
- Use smart reporting tools
These will help you to enhance your analysis of the numbers your clients have given to you and can improve forecasting. They will also enable you to give clients more insightful advice and support.
Perhaps one of the simplest and most affordable ways to advance your firms technological skills is to outsource some of your workload. With many more firms offering accountants and CPA’s the opportunity to keep on top of their growing demands, by doing much of the back-office work for them, outsourcing is fast becoming a popular solution. With some companies using teams from countries like India – where there is a huge percentage of tech savvy professionals looking to share their talents – you can get a top quality service at a fraction of the cost, and offer your clients the very best technological solutions, too.
Gaining more clients is an ongoing issue for many accounting and CPA firms, but it’s a challenge that can be overcome, with just a few simple adjustments.