Friday, December 8th, 2017

Little Things All Year Long

“It’s the little details that are vital. Little things make big things happen.” – John Wooden

It’s December. There has probably been a discussion about doing something special for your best clients because of the holidays.

Rather than only doing something special this time of year, why not do many little things all year long? Keep in mind, little things can make the biggest difference.

Here are just a few ideas for little things you can do for your clients throughout the year:

  • Send a handwritten note to clients on┬áthe anniversary of the day they became a client of the firm.
  • Have a small box of candy (4 to 6 pieces) mailed to their home on their birthday (so their family can see it and share)
  • Mailing the clients who always pay on time a “Thanks for always paying on time” note – U.S. mail or email.
  • Sending a card to a client’s child when they graduate from H.S. or college.
  • The client likes dark chocolate or milk chocolate – send them the appropriate box of candy.
  • When the weather gets cold and snowy, send a special client one golf ball in the mail and remind them to think about Spring.
  • Be sure all clients who have new babies get a special monogrammed blanket with their name and date of birth noted.

Ask your team to come up with more little things. It can be a fun lunch & learn activity.

What about those clients who are not your best, the ones you dread? Find them another accounting firm!

  • "Everyone is trying to accomplish something big, not realizing that life is made up of little things."
  • Frank Clark

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