2. Times are changing for tax businesses, and so is the
market. Globalization and digital transformation have
changed the way a customer connects to business.
To stay ahead of the competition, it is essential for tax
preparer to:
Stay up-to-date with the tax laws and regulations
Understand client needs
Strategize a plan to seek new clients
Every tax firm tries to adopt various strategies to improve
their client list. Here are top five tips that will help you to
attract new clients for tax and accounting firm.
Understanding The
Tax Market
3. Go Social
One of the most effective ways to attract new clients is
social media networks such as Twitter, Facebook, and
LinkedIn. These platforms enhance the discoverability of
your business on web, which further helps in seeking new
clients.
Joining networking groups on different social platforms
like Facebook and LinkedIn can establish good
relationships with your existing clients as well as
prospects. You can further extend your reach by
approaching similar audience through your client's
connections.
4. Host Events
Organizing different events like seminars, webinars, and
participating in various accounting or taxation
conferences will help your tax firm in reaching out to new
prospects.
Analyze carefully the demographics of audience in order
to choose the right topics for the seminar. Free
workshops on tax-related issues like tax-planning and
changes in tax laws will attract the relevant audience for
your business.
5. Build Trust
Earning the trust of your audience is a crucial factor that
can set you apart from your competitors. It is important
that the existing clients are happy with the tax services
and have good relationship with your business. Satisfied
clients are the best referral sources for any business.
Some important points which can help you in building
trust and seeking new clients are:
Replying to every email, comment, and other content
addressed to the business or services.
Connecting with the right influencers to market your
services.
Seamless on-boarding process for clients.
6. Create Quality Content
Prospective clients will often go through the company's
website, newsletters, blogs and other content. Therefore,
it is important to make high-quality content for your
clients.
In order to create quality content, your content should be
well-researched and solve customer's problems. Quality
content is one that is informative and/or engaging for
readers. Make sure you add an email subscription
box/pop-up on your website to collect new leads.
7. Adopt Emerging Trends
To stay ahead of competition, it is important to keep track
of the latest trends in tax industry. Using modern-day
technologies with existing accounting or tax software will
ensure accuracy and improve the tax workflow.
Adopting emerging technologies like cloud computing will
help you to improve the productivity of the team. Cloud
helps to automate most of the manual processes such as
data entry, which, in turn, helps you to focus more on
your business and increase your ability to handle new
clients.
8. ABOUT US
Ace Cloud Hosting is a managed service provider for
accounting and tax professionals and the winner of the
User Favorite Awards in Hosting category at Accountex
USA 2016 and K2 2019 Quality Awards in Customer
Satisfaction Category.
We provide Cloud Solutions for Tax Industry on superfast
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Cloud Solutions for Tax Industry
To know more please visit:
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Call Solutions Consultant at:
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www.acecloudhosting.com
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10. REFERENCES
7 Tricks to Attract Clients to Your CPA Firms
-Ace Cloud Hosting
IMAGE CREDITS
Shutterstock.com
Little acts, big payoff: Making the most of tax season
-Ace Cloud Hosting
Top 18 Events that Accountants Can’t Afford to Miss in 2019
-Accounting Today