The modern accounting firm has changed more in the past 12 months than the last 24 years combined, and it isn’t showing any signs of slowing down.
Face to face client meetings and billing for one time services is no longer enough.
Clients don’t want static service offerings, but a connected client experience built around their ever changing needs. They’re looking for new more efficient ways to engage with your firm—they want expertly written content and a personalized experience.
It’s now about delivering more and more value—a connected client experience that enables you to deliver world-class client service, expand margins, and build a more profitable firm.
Your team will become the best versions of themselves by eliminating the marketing busywork, having a consistent client experience, and collaborate with clients faster.
Welcome to the new world of happy connected clients.
Accountants and CPAs are proud to be built entirely on referrals, and this business model worked for decades. But there’s challenges with a referral-heavy firm—referrals bring you more of the same type of work, they rarely command a price premium, and they are passive forms of growth.
It would be concerning if none of your work came from referrals just as much as if all your work is driven from referrals. Referrals should be in addition to a strong digital marketing engine.
Creating and maintaining a client experience is an “always on” activity. Get it right and you’ll win more referrals (i.e. money)—get it wrong and you’ll continually be fighting to find new clients ….
Phone and email only is no longer the only way to work—clients want to speed things up—while feeling like they’re getting one-on-one attention from their accountant.
We also found a connected client experience creates a more efficiency and profitability by giving you more time to focus on high-value activities.
Your clients get better service and better value when you’re focused on the activities that add the most value. Time consuming marketing, creating a client newsletter, back and forth emails, and document chasing takes away your time and impacts your bottomline.
Automating the repetitive, low-value tasks will ultimately deliver better services and better value because your firm will be focused on the activities that add the most value to every client.
Focusing on a connected client experience requires a new way of thinking. Rather than placing your focus on just “existing clients”. The connected economy is live or die by creating a connected client experience. The formula lies in delivering a multi-channel experience and service (that gets better and deeper over time).
Welcome to the new era of accounting. Welcome to the connected economy.
CountingWorks PRO has everything you need to automate a connected client experience and remove manual marketing tasks from your to-do in minutes not weeks or months.
Utilize channels like blog and social media to showcase your accounting knowledge.
Grow your customer base by expanding your online presence and reach.