Tax firms should stay top-of-mind all year.
Most people think of tax professionals only during tax season—but that’s a missed opportunity for both clients and tax firms.
Do you feel that your seasonal interactions with some clients limit growth?
You can change that and become a trusted advisor to all of your clients! Creating year-round services delivers ongoing value, builds loyalty, and creates long-term revenue for your practice.
Here are some ideas for how to bridge the gap and position yourself as essential all year round:
Shift your mindset from tax preparer to trusted advisor
Consider helping a client with quarterly planning which also prevents surprises in April. Tax prep is transactional, whereas advisory services create relationships. This shift matters, and you will begin to see the difference in providing ongoing financial guidance versus one-time tax filing for your clients.
Build tax service solutions that keeps clients engaged year-round
To reach a wide range of clients and budgets try tiered offerings from basic compliance to advisory and strategic planning. You can keep your client relationship ongoing by providing recurring deliverables such as monthly reports, quarterly check-ins, and annual reviews. Along with these services could include automated reminders, deadline alerts, and even more personal touches like birthday or anniversary notes. Getting to know your clients will help you to evolve your services by going beyond meeting deadlines by meeting your clients’ needs.
Leverage digital marketing tools to deliver ongoing value
Keep current clients engaged with digital marketing that runs itself with services like Practice Panda’s scheduled newsletters, social posts, and automated emails. This communication will trickle down to reactivate old clients, generate new leads, as well engage your current clients.
Try a few new low-touch tools to have a high-impact outreach like client portals for secure file sharing, CRM software, and scheduling tools to help stay organized and proactive. Using automation not only saves you time but ensures consistency for your clients as well.
Position yourself as the expert year-round
Keep your website updated with helpful resources such as calculators, templates, FAQs, and blog posts. You can do this yourself or use a service like Practice Panda to make this easy with pre-written websites and resources built in. Be sure to stay consistent with your brand on social media and use your socials as a way to highlight your calm, clear, helpful presence. For example, using Practice Panda’s Weekly Tax Tips you can help translate IRS updates into action steps your clients can actually use. With true thought leadership in these areas, clients will see you as a reliable guide, not just a tax-season necessity.
Moving beyond tax season means redefining your role as an advisor, not just a tax preparer. This shift in focus will not only provide more consistent revenue, but it will also provide higher client retention through deeper relationships. Year-round significance is what turns one-time clients into lifelong partners.
Practice Panda makes digital marketing for tax firms easy.
Thankfully you do not have to do all of this yourself. Practice Panda’s marketing automation tools help you stay consistent and keep your clients in the know with you as their expert.
Not yet a subscriber? Book a demo and learn more.