How To Improve Accounting Client Engagement

How To Improve Accounting Client Engagement

Do your clients’ eyes glaze over while you’re discussing their business and financial results?

Accounting profession consultant Steve McIntyre-Smith believes that’s because you’re talking about the wrong things.

To truly be considered a trusted advisor, you should be providing insight into how your clients can build and grow their businesses. Steve’s top tips for keeping clients engaged include:

Change the Conversation. Ask yourself: “are you talking about the right things in meetings?” Yes, the changing cost of goods sold or motor expenses do matter, but your client does not need a laundry list of line items. Instead, talk about how to build their business – and how you can help.

Offer Strategic Advice. One of the benefits of using cloud-based software is that you’re able to leverage real-time insights from your clients’ financial data to regularly and proactively identify and address issues before they arise.

Check-In Regularly.Trusted financial advisors touch base with clients regularly – they don’t just check-in at the end of the fiscal year or during tax season. Give clients a call at least three or four times a year to ensure they understand you’re invested in their success.

Watch this short video for more client engagement advice from Steve McIntyre-Smith: