Tax professionals understand how to prepare for tax season – but do you know what clients do to prepare? Do you understand what clients look for? Get into the right mindset and know where you stand with helpful tips from Practice Panda.
Tax professionals understand how to prepare for tax season – but do you know what clients do to prepare? Do you understand what clients look for? Get into the right mindset and know where you stand with helpful tips from Practice Panda.
With competition abounding for accounting services, your firm needs to hone every marketing advantage available to you. One of the ways you can set your firm apart from the pack is to create a memorable client experience starting with your first interaction through the entirety of the relationship.
Accounting marketing is always changing, thanks in part now to the rapid evolution of technology like AI. Let’s take a look at the top marketing trends your accounting firm should watch in the coming year and beyond.
Talking about the benefits of content marketing with buzz phrases like “increasing awareness” or “building your brand” is well and good (and true!), but what does it specifically accomplish for your tax firm? Here are five outcomes your digital marketing strategy should achieve for your accounting firm:
Your firm’s ability to retain clients is one of the most important components to sustain growth and profitability. Here are the three retention questions every accounting firm should be able to answer:
The content is relevant and valued by customers. It is common for customers to call me when a topic appears that gets their attention. This is my opportunity to strengthen and deepen our relationship. I have an executive board comprised of five financial planners. I recently showed them the content and they were so impressed that two of them immediately subscribed.
You guys take care of everything for me! The content is phenomenal, monthly reporting (statistics) is very good, and the graphics are really nice. We get a lot of great responses from our clients like ‘Wow! This is really great!”
I love the newsletters! They are full of wonderful, useful, yet fun, information and branded with my company information. Clients love them and ask questions about the content all the time; great way to keep them engaged throughout the year!
