Steps To Boost Your Firm Over In Next 12 Months

Posted By Management consultant, ISO consultant, Marketing consultant, CRM, Digital Marketing, SEO, ISO 9001 certification nirav on 2018-04-16

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There is a limited demand for routine tax return preparation, but there is unlimited demand for professionals who help clients improve profits!

2. Don’t Hibernate During Compliance Season

Clients are never more interested in help with their business than when confronted with last year’s financial results or with their tax liability. Plan now for cross-selling to each client you meet with during this filing season. Augment the effort with prepared press releases, articles, and mailings.

3. Build Relationships with Your Client’s  Team Members

This year, plan to meet with your to 10 client’s other professionals and boost your business. These people are the movers and shakers in your community. By creating a team working for your client, you will also have created a referral team that works for you.

4. Develop a Unique Selling Proposition and Quit Talking about Fees

When meeting with prospects, focus on the value you can offer, and on that makes you different from your competitors. Fee terms should almost be an afterthought.

5. Learn to ask Better Questions

Knowing how to ask good questions is the foundation of being an effective advisor. Through questioning, you learn what you need to know to help your clients.

6. Help clients Prepare for the Future

Clients are more interested in today and tomorrow than they are in yesterday. Help your clients use your services as a foundation for making better judgment and business relationships.

7. Prepare Service Matrix 

Prepare a matrix of your largest clients and services used. Probably 5% of your clients (including families and controlled groups) make up over 50% of your revenue. Use the matrix to determine your best opportunities and  your business improvement.

8. Always Give More than Your Promise 

For Business Improvement always exceed your client expectations by 1% and you will have a continuous flow of delighted clients. Sometimes, under pressure, you may promise delivery of a report before it can really be done. Learn to manage expectations by promising the outside date, not the earliest. 

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