Wednesday, January 23rd, 2019

Just Send Us Your Information

“Assumptions are the termites of relationships.” – Henry Winkler

It is easy to just have clients mail their information to you or use your portal to submit it. You don’t have to do anything. Some clients, who are close by, just drop it off at the front desk and walk out the door.

Why not think about increasing communication with your clients at this time of year. Many of your 1040 clients are also business clients. Ask them to stop by and spend 15 minutes with you (or talk to them via phone) to talk about their business or personal situation.

A brief conversation like this can uncover additional services that your firm could provide to clients. Tax time is marketing time. Many of your clients might be greatly under-served and you do not even know it.

Have you talked to a client at tax time and found out that during the past year they have used another provider for something your firm provides? Their comment might be, “I didn’t know YOU could do that!”

  • "“There is only one boss. The customer. And he can fire everybody in the company from the chairman on down, simply by spending his money somewhere else.” "
  • Sam Walton

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