How Accountants can Improve Communication with Clients

Alissa MacDougall
Posted on:
Tue, Jan 5, 2016
Reading Time:
2 minutes
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Whether you work at a large firm or as an independent accountant, it’s important to stay in touch with your client base. Most people only need the services of an accountant several times a year so it is important that you touch base with them occasionally so they remember you, especially during tax season.

Here are a few tips to easily improve your communication and boost engagement with your clients.

Make sure you’re on social media

This doesn’t mean just having Facebook and Twitter profiles – it means using them. Social media is a great way to keep your current clients engaged as well as find new clients.

With social media, you can center yourself as an industry expert by sharing financial tips and advice. This kind of inbound marketing will help you build a strong connection with your followers and have them returning to your page for all the answers.

Stay in touch

If you don’t already have a newsletter, you should.

Newsletters provide you with a way to keep your entire email list up to date with all the latest news. If you have a promotion, important news, or advice to share, a newsletter is the perfect way to get that information to a lot of people.

Furthermore, by having a regular newsletter, your contacts will be reminded of you and your services every week or month when they get your newsletter.

Send reminders

Because of how infrequently the average person needs an accountant, they might forget when it comes time to utilize your services. You can solve this problem by sending them reminders. For example, as you’re approaching tax season, you may want to remind clients to book an appointment with you. You could easily to this by sending them a text message.

More and more businesses are using SMS to reach their clients – and for good reason. Did you know that most text messages are opened within the first three minutes of being received? That’s what makes SMS the perfect way to remind your clients to book their appointment.

Utilize marketing automation

Trying to stay on top of social media, send regular newsletters, and remind clients of upcoming deadlines is a lot to do while still doing your day-to-day tasks. Luckily, there is a tool that can help you manage your communications with clients and potential clients.

Marketing automation can do all this and more. Sign up for a free 14-day trial and see how marketing automation can improve your communication.

Get a free demo today!

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