Category: Customer Experience

This Tax Season- Don’t Miss Customer Service

Every tax and accounting business strives to improve its services and efficiency, essential for delivering the desired results. However, one of the most significant factors is often neglected in the long-run, i.e., customer service. According to Hubspot Research, 93% of the customers would become a part of the repeated client base due to excellent customer service at a company. Positive customer experience helps to build the reputation, trust, and brand awareness of a firm. With the tax season in full swing, it is essential to take specific steps to enhance this customer experience for the growth of one’s tax and ... Read more

6 Tips For Accountants To Market And Sell Their Advisory Services

The accounting industry is a niche domain, catering to businesses and individuals with financial service requirements. Hence, how accountants market their services is also somewhat different from others. With the emerging technologies and the evolving market trends, marketing strategies have evolved as well. A lot has changed for accountants, but some things still remain the same. Some age-old marketing methods are still prevalent in today’s world, generating a considerable amount of revenue for the clients. Since the client base is limited for accountants as compared to a B2C company or other domains, the accountants must ensure that their marketing strategy ... Read more

What is Customer Engagement: Strategy, Examples, and Tips

The Internet is flooded with definitions of customer engagement. But, bared down to its bones, customer engagement refers to every interaction that customers have with your brand. If customers aren’t engaging and responding, then your brand won’t sell; it’s as simple as that. Customer engagement efforts focus on value creation. As a small business, customer engagement should be your top priority. This is because you are in the stage of growth where you have to build yourself. At this stage, compromising on customer engagement and experience is the last thing you would want to do. In fact, engagement is the ... Read more

How to Improve Customer Service in Your Accounting Firm?

Customer service is something every firm has to deliver and is also one of the things most accounting firms think they offer better than their counterparts. However, with the rapidly changing technology, client requirements, and the way business is done are also changing. In the process of building a successful accounting firm, it can be easy to overlook the needs of the clients who help you grow. As the firm signs a new client, the focus sometimes shifts onto the new one. However, in the existing business environment, clients are not willing to be associated with the firm just because ... Read more

10 Ways to Deliver Exceptional Customer Experience [Infographic]

While surfing the Internet, you may find various metrics like customer retention rate, Net Promoter Score, etc. that are used to get a measure of the Customer Experience (CX). This is because customer experience is the most critical parameter to run a successful business. It does not take a genius to recognize that if the customers aren’t happy, the business cannot sustain for long. Irrespective of the service industry you are a part of, the consensus of the customers is that they want the best services at economical rates. They should feel that you are aware of their problems and ... Read more

5 Things Clients Want from Their CPA

Change is the only constant in the world of business across the globe. Nowadays, with the help of technology, companies are becoming more and more aware of what their end consumers want. On the same line of thought, they do know what to expect from those who work for them. Dealing with taxes and accounting tasks is not an easy thing. Therefore, most of the small and big companies hire CPAs to work for them. They know of CPAs as a professional who is very good at handling numbers and taxes. Indeed, choosing the right accounting firm is vital for ... Read more

How to Deliver Great Customer Service to Accounting Client?

Update: This article was last updated on 12th April 2019 to reflect the accuracy and up-to-date information on the page. Customer service experience is a paramount reason that contributes to long-term business success. However, in the case of service-based businesses such as accounting firms, quality customer service is even more essential. An outstanding service experience leads to several business benefits, such as – improved customer retention, more chances of earning client referral, timely payments, market reputation, etc. Image Credit: Reynermedia via Flickr Accounting services require regular interactions between the client, and the involvement of the private financial details requires you to ... Read more

7 Things to Remember Before Taking on a New Client [Infographic]

Update: This article was last updated on 19th Dec 2019 to reflect the accuracy and up-to-date information on the page. The success of any company, no matter big or small, depends on its clients. Keeping your clients happy and satisfied should be your utmost priority. Thus, it becomes very important for you to build a healthy and strong relationship with them. Client meeting is a great way of doing this. Keeping in touch with them on a regular basis helps build a long-term relationship with them. According to a report by PwC, 1 in 3 customers leave a brand they ... Read more