Tax Season Client Service Opportunities

These busy days offer a chance to get to know your clients better.

With a few quick questions, every client meeting can turn into a new relationship-building opportunity.

  1. Ask how the firm is doing as a whole to assess satisfaction.
  2. Ask some open-ended questions about the client’s current situation, challenges, and goals for the year.
  3. Delve a little deeper into potential specific services, such as multi-state tax requirements or pension plan audits.
  4. Request referrals.

Keep it short and be sure to have a mechanism in place to follow up on the information that you learn from these interactions.

Source: IOMA (subscribe here: www.ioma.com/CPA) via ConvergenceCoaching

Just in time for tax season…

Show them how you really feel about busy season.

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Where to Find New Clients? At Home

Census data shows 25% increase in home-based entrepreneurs.home_based

The number of people who worked at home increased by nearly 2 million, from about 9.5 million in 1999 to about 11.3 million in 2005, according to new data released by the U.S. Census Bureau. Nearly half of these home workers had college degrees and nearly half of them earned $75,000 a year or more.

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