Tuesday, September 28th, 2021

Be Old-Fashioned

“A friend often says I’m an old man in a young man’s husk. I like that. I am old-fashioned in some ways.” – Daniel Radcliffe

When I am talking with CPA firms about communication, I stress the importance of outward communication – how they communicate with the outside world.

Of course, social media is the strongest outward communication tool to clients and prospects. Your website is SO important. Email remains the strongest communication vehicle for accountants. Yet, there is still room to be old-fashioned. Try communicating via U.S. Mail via a handwritten card or note.

How nice is it for a client to get an actual birthday card signed by you? Maybe you could send your best clients a card to acknowledge the anniversary of them becoming a client including a brief comment from you. Using a handwritten note to acknowledge the client’s child, like a birth, graduation or marriage would be greatly appreciated by a long-time client.

A meaningful gesture is to have the staff accountant on a year-end engagement handwrite a brief thank-you note to the client, sign it, and have the manager and partner also sign it. Express how glad you are to have them as a client and be sure to compliment them on the cooperation of their bookkeeper or controller.

I’m glad there are still times to be old-fashioned!

  • "Nothing is so dangerous as being too modern; one is apt to grow old fashioned quite suddenly."
  • Oscar Wilde

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