Accounting business: 6 tips to manage your client portfolio

Given the high level of competition in the sector, the accounting client portfolio can be considered an asset of very high value.

In addition to working to expand your client portfolio, you must make an effort to manage it in the best way to preserve it over time and thus position your accounting business as one of the most important in the field. In that sense, the following tips can be quite useful. Take note:

Make your client feel unique with your accounting business

Although good customer service is important, the ability to make them feel special and anticipate their requirements and tastes is even more so.

A call from time to time to find out how the business numbers are, a congratulatory comment on social networks and even an invitation to lunch, are some tactics that will keep them happy with your management and that, ultimately, will build their loyalty.

The key? Simple: get to know each one thoroughly, so that you can give them personalized, efficient treatment and thus guarantee proper management of the client portfolio.

Remember that customers talk to each other

Surely you have visited a restaurant, a dentist or any other business because a colleague recommended it to you. The same thing happens in the accounting sector. If you give your clients a quality service and personalized attention, they will recommend you to other people – legal or natural – who require a study to take care of their accounting.

Happy clients can become ambassadors of your brand, in this case, of your accounting firm. Thus, you increase your advertising channels without having to invest in expensive campaigns.

Offers good post-contract service

Working on customer loyalty is something that many companies forget, especially in relation to accounting, an item that is usually perceived coldly and very mechanical. However, the relationship with your clients does not end when you deliver the balances or close a contract: you have to maintain it over time.

If you fully complied with the previous steps, you already know their tastes and needs. Therefore, you are able to suggest -from time to time- new offers and special services. But, beyond this, it provides a guarantee of your work and support for a certain time, without forgetting to call periodically to find out if you are satisfied with the work done.

It is worth thinking about marketing strategies that allow you to add value to the relationship with the client and remain in their retina. Periodically sending a newsletter with relevant content -such as an e-book where you explain the differences between tax regimes- or a blog where you address certain topics in detail, will allow you to position yourself as an expert and thus take advantage of the competition.

Establish a communication and relationship system

Together with your clients, define a communication channel to maintain contact. This can be email, the phone, a messaging app, or a teleconferencing service like Skype. It all depends on the tastes and possibilities.

It is important that you determine a meeting system (where, time, frequency, etc.), so necessary to evaluate the numbers of each client and the steps to follow. Although much of the work does not require constant meetings, by doing so you will be showing more interest, which generates more confidence, a key factor in accounting.

Take advantage of technology to boost your accounting business

Technology offers you possibilities to optimize document management and communication with your clients (email, document registration in the cloud, etc.). However, there are also different programs and specialized applications that simplify your work. As an example, you have electronic invoicing software (today, mandatory use), others for inventory management and, finally, also online accounting, which will simplify your tasks and allow you to deliver better results to your customers. .

Use an accounting software that unifies your tasks

Continuing with the previous line, the ideal for an accounting study is to use software that allows all tasks to be carried out without the need for extra tools. This speeds up the work and allows us to deliver better results in a very short time, which translates into a portfolio of satisfied accounting clients.

On the other hand, it does not hurt to use the same online software that the client uses for accounting management. By doing so, you not only save work but also improve the relationship because these programs have different tools that facilitate communication and this will allow you to solve problems.

What’s next for the accounting profession?

The accounting market is evolving thanks to technology and the strategic decisions that accountants are making. Here we leave you what is projected for the profession for the year 2030. It may be useful for you to understand what changes you should begin to implement and thus redefine the way you manage a client portfolio in accounting.


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