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.
- Ask how the firm is doing as a whole to assess satisfaction.
- Ask some open-ended questions about the client’s current situation, challenges, and goals for the year.
- Delve a little deeper into potential specific services, such as multi-state tax requirements or pension plan audits.
- 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
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These are good points. I would suggest the follow up mechanism include a system to track and measure results.