Sometimes advertisements really miss the mark. I saw an ad online earlier today by a major accounting firm that really made me stop and think – but not in a good way. The ad depicted a young professional with a serious expression working on her laptop. She had a smartphone and an iPad sitting next to her computer. While it may be representative of a modern accountant at work, it really didn’t do a good job of showing the benefit to the prospective client.

It was clear that the advertiser wanted to show that their firm was modern and in-touch with the latest technology. At the same time, they wanted to show that they valued tradition. Unfortunately, they missed the mark. Prospective clients need to see a clear benefit in an advertisement in order for it to be truly effective. The advertisement failed to show how the use of technology streamlines the client experience or how tradition translates to professional, reliable services.

Be careful not to alienate a large portion of your prospective market. Not everyone will be comfortable with technology and not everyone will value tradition. The best thing to focus on is showing prospects what problems you can solve for them.

Some accounting firms focus on their services and get caught up in talking about their company so much that they forget to talk to their clients. It is nice to provide a brief snapshot of your accounting firm on your website, but the main part of your content needs to be centered on your clients and their needs. Explain to clients that the technology you offer can provide them with real benefits such as optimizing revenues and organizing finances to maximize tax benefits. You should also make it clear that this technology will allow them to have secure access to their information from anywhere, day or night and ask their accountant questions or request advice through an interface on your website.

Technology makes life easier for you and your clients. Instead of offering an address or written directions, you can provide your clients with an interactive map that will direct clients to your office. Appointment scheduling can easily be integrated into your website with a scheduling program. These are the benefits you want to highlight that will show your clients you are current with technology and understand how to use it to serve them better.

Think of your services as solutions. Each service you offer should provide your clients with a solution to a specific problem. Explain each solution and the problem it will solve clearly. Use technology to make the solution better, more convenient and affordable. If you find yourself using technology just for the sake of using it, then don’t waste your time or your client’s money. Go through your entire website and make sure that every piece of information on it, whether it is in the form of text, image or video and make sure that it serves your goal of demonstrating your solutions to real world accounting problems.

A lot of companies follow trends when it comes to marketing their business. However, keep in mind that people who need an accountant aren’t going to look for the trendiest accountant. They may want that quality in their barber or clothing store, but when they people look for an accountant, all they want is a smart professional who can get their solve their accounting problems.

Many CPAs and accountants have often wondered if having a salesperson is the right move to help them grow their practice. After all, most other industries and professions utilize salespeople to bring in business, so why can’t you? The answer is you can and, in my company’s 27 year history, we’ve learned there is no better, faster or more cost-effective way to obtain clients than this method. However, you are probably not the best person to do the selling; the reasons for this are many. First, when doing your own sales prospecting, time becomes your greatest enemy. Very few business owners have the time necessary to actively search for new clients, meet with them to explain their services, and then follow up on those prospects who have not made a decision right away. Many accountants are not comfortable in the sales role either, which further complicates the process. After all, if you don’t like doing something, chances are you’re not going to be very good at it. Finally, assuming you like selling and are good at it, is this really the best use of your time when you have a business to run and existing clients to manage? These issues start to really suggest that you should look into acquiring a professional salesperson to market your firm on a full-time basis. If I have you nodding your head as you read this, let’s take a look at some of the important aspects of doing this successfully:

1- All salespeople are not created equal, so selecting the right person can be a challenge. I suggest you look for someone who has at least three years of sales experience selling intangibles such as insurance or financial services.
2- During the interview, make sure they have a valid driver’s license, as they will need a car to drive and meet with potential prospects. Do not assume they do. It’s a big mistake to find out later that they don’t, and your salesperson becomes a potential legal liability to the firm if they have an accident on company time.
3- Perform a background check to ensure your candidate is who they say they are and that they haven’t just been released from your local penitentiary. Also, Google them and see what comes up.
4- Training is critically important, as you will find very few, if any, sales candidates with experience in selling accounting and tax services. If you expect them to succeed, they need to know what they are selling, how to prospect for new business, how to price the services, how to overcome the various objections they will receive, and how to close the sale and get an upfront commitment.
5- You should develop an incentive plan that ties directly to productivity. Great salespeople are motivated by commissions. I suggest a small base salary of around $500 to $600 per week, depending on where you are located in the country, along with a commission equivalent to one times the monthly fee being charged to the client.
6- What gets measured gets noticed, so it’s important to have a system to track results each week and month to determine how many leads they created, how many presentations resulted from those leads and how many sales were made.
7- It’s equally important to have a system to keep track of follow-up on each prospect. Many people who said no to your offer today could very well end up as clients down the road. Why? To put it simply, things change. So a system to keep your name in front of prospects who have previously expressed interest is invaluable, as it will lead to more sales in the future.

If all of the above seems like a daunting task, it is. But here’s the good news: if you’d like learn about how to accomplish having a salesperson hired and trained without having to reinvent the wheel, all you need to do is contact my company at 1-888-New Clients (that’s “888-639-2543”) or visit us at newclientsinc.com. Do so and you’ll find out how we’ve helped over 4,000 accounting firms nationwide add new clients that have resulted in hundreds of thousands, if not millions of dollars in growth for their respective firms through the effective employment of sales professionals.

Sincerely,

Bruce J. Clark
Chief Executive Officer
Author, NCI Effect, Explosive Client Growth Plan for Accountants and CPAs
www.ncieffect.com

There’s no doubt that websites such as Twitter, Facebook, YouTube and Myspace has have become an important resource for business. Believe it or not, any serious business needs to be active in social networking. People visit their social networks each and every day. They actively participate in discussions and pass on personal thoughts , ideas and stories. This is excellent news for businesses who want to to attract prospective clients.

Social networking websites allow professionals such as accountants to interact with their clients. They can also supply them with relevant facts throughout the season. There is genuinely no reason not to establish a social media profile for your CPA firm. It is economical, easy and quick. It is considerably cheaper than sending out newsletters.

Social media is a terrifically compelling way to boost your company. You just have to be able to do it in the right way. It will help you market your business and lead people to your accounting website. If you haven’t already, you should think about learning to employ it effectively. Social media is not difficult to learn and can really improve your business.

As you are now aware, social networking is a cool way to market great CPA websites. You will be doing your firm a disservice to disregard its countless possibilities. In the modern world of high-technology, pretty much nothing can help spread information about your company like social media. It has an incredible reach and everyone is taking advantage of it. Consider though, social networking is in reality only as effective as the CPA exploiting it. You need to use clear strategies in order to usefully market your practice. So here are a number of tips of the reasonable ways to fruitfully use social media. They will help you to stay competitive in an increasingly socially connected business world. These ideas can help you be more successful with your social networking. In addition, they will help groom your accounting firm for tomorrow.

Think about your options. There are loads of social media websites online, so it is important grasp how they can be utilized to add value to your firm. Find out as much as you can about social media and marketing techniques. This will let you make the most of your efforts market your accounting firm websites.

Select social networking sites that are suitable for promoting accounting websites. There are a lot of social media sites available on the web but it is vital that you find the websites that will let you reach out to a bigger population of your desired prospects.

Select quality when joining social networking sites. It is advisable to join just selected sites and be an a dynamic participant rather than to join numerous sites and not be able to be included fully amongst your groups.

Make confident your online profiles feel professional and material to the CPA business. Choose your messages sensibly so as to not repel prospects who may not concur with your political or social positions.

Social networking is all about distributing information and ideas. Share something interesting with folks in your social media groups. Don’t just pour out spammy promotional messages. Submit comments that will enlighten and entertain your followers. If people relate to your ideas and enjoy your posts they are much more likely to pass them on to their friends.

Be real. Web savvy people can make out Hollowness with ease. There is no faster way to lose prospective customers than by being dishonest.

Stay engaged on your social networks. Due to advanced technology, your social media contacts will expect an expedient response to their posts. Visiting your accounts once a day isn’t going to cut it.

Social networking websites are becoming a big part of daily life and are an excellent way for accountants to pass on information about their CPA website templates. You can easily have a enjoyable time and also gain unexpected benefits if you use it the right way.

If you haven’t taken a close look at your accounting website lately, there’s no better time than now. People are becoming more and more conscious of the design quality of websites. Even small things like images or graphics on your main page may detract from the quality of your website. Like it or not, people do judge CPA websites just as harshly as any other website. You may be the best accountant in the world, but people will never even give you a chance if your accounting website’s design is off. If you’re losing business to the big box accounting firms, your website is likely the number one problem.

Give your website a good thorough evaluation. Put yourself in the shoes of visitors to accounting websites. Consider the reasons they might be visiting your website. Look at your leading competitors’ websites. This will enable you to fix any flaws in your website and make it better than the competition. At the end of the day, you don’t want the appearance or user experience of your website to be the reason you are losing clients. Prospects can be easily scared off by poor quality graphics. What’s more, if your website is difficult to navigate, people might not even take the time to look your website. Accounting websites need to be streamlined and clearly list the accountant’s services.

As you know, most people who search for accounting websites are looking for help with their taxes. Therefore, it is important to make that a prominent feature in your list of services. Make it easy for visitors to your website to tell what exactly you can do for them. People are looking at accounting websites because they want a solution to their financial problem. If you can make their experience on your website efficient and easy, then you will likely land a lot of clients directly through your website.

Page layout is extremely important. You might not think much about how the pages of accounting websites should be laid out, but you really need to provide a good user experience. Keep your text in blocks with plenty of white space surrounding them. Paragraphs should be short. People typically skim on the Internet. If a block of text is too long they may skip over it completely. Images and interactive elements are important on accounting websites. Just remember to keep a nice balance between text and interactive elements. You are going for a clean, professional design. Every element should serve a purpose on your website.

It’s no secret that accounting websites can be powerful marketing tools. Your website is your chance to reach the entire world at any time of the day or night. Because the Internet is so big, you may be tempted exaggerate your skills, services or list of clients. However, remember that it is best to be yourself. Online users can pick up on this kind of thing very easily. It really is better to present yourself as you would in person. Even though you are competing in an online marketplace, you should own your strengths. You have a unique selling point that will separate you from your competitors. Focus on clearly defining your services and providing the best service for your visitors. This will ultimately win out over even the biggest accounting firms.

Every week more business is happening via the web. With younger generations in particular turning to the internet to find their service providers, accounting firms have no choice but to focus on using high quality CPA websites to appeal to the online consumer. Projecting a knowledgeable and credible online image thus has become a highly significant part in keeping ahead of competing service providers. The quality of your website, along with the strength of the brand image it confers, is a very significant component of growing a business in this day and age.

A good accounting website should convey a definitive identity for your practice by avoiding the cookie-cutter feeling of most sites that use a free template. Yet your site must be clear, content-rich and effortless to use, and steer clear of cheap gimmicks which only distract potential clients.

You can maximize your accounting website’s impact by knowing three simple rules.

Make Design a Priority

Unlike the early days of the internet, it doesn’t work anymore just to choose one of a handful of premade templates and fill in the blanks. Take some time to think about the image you want the site to project.

Chances are that competence and professionalism are high on the list of things you want to convey. The snazzy animations, images and layouts of some modern website designs are unlikely to help you with that. An abundance of features can make a site look tacky, while bright colors create the impression of an informal workplace, or simply look garish if the wrong colors are used.

Tailor Your Style

It’s not that you need to keep it drab and dull. But the elements you choose to include in the website should reflect what your business is about. Attention-grabbing features are only useful if they highlight something useful about the service you provide, or some aspect of your company culture that you want your client to know. So don’t include unnecessary features just for show.

Imagine your website as another room in your office. Since CPA websites represent your business to clients who come to you online, it should project the same sort of atmosphere that you aim to create in your physical space. Picture the website design displayed on your office desk. Does it fit in with its surroundings?

Function Over Form

Always remember a website’s fundamental role is to provide a portal for your practice. A straightforward appearance, attractive graphics and aesthetically pleasing background will help to draw visitors’ attention and encourage them to give you a longer look, but ultimately their loyalty all depends on how effectively the site speaks to their need. Your site should be straightforward to comprehend and be easy to navigate. Even the most clever design idea must not forego usability in the name of style.

CPA websites face a big challenge. They must outperform competing sites and engage passersby while also conveying the class, competency and ease of use which will win new customers’ loyalty for you. Making sure that a website adequately reinforces your brand necessitates a clear brand strategy, good design choices and emphasizing on providing a congruent flavorbetween the site and your office.

Do You Know How Much Money
Your Website is Making?

Conversion Tracking is the Key to Making Your
Marketing Dollars Pay Real Dividends

For most businesses tracking website conversions is easy.

Most retail businesses and many services can exploit tracking software like Google Analytics that can count every purchase as it occurs, so when calculating metrics like conversion rates and cost per conversion all you need to do is a little long division. Websites for CPAs, unfortunately, can’t track sales. Traffic tracking calculates sales by counting the number of visits to your “Thank You For Your Payment” page and totaling the online payments. The whole process is pretty much automatic. You can simply divide your total sales by your website expenditures and get instant feedback on your website’s ROI.

This doesn’t work with websites for CPAs. Tracking traffic is useless for calculating ROI unless the sale occurs over the web.

Selling professional services isn’t like selling retail goods. When websites for CPAs lure new clients the lead usually come in over the phone. There’s no way a website can track these types of hits so most high end professional services; doctors, lawyers, architects, etc.; need to find other solutions for calculating ROI.

I’m not saying that there’s no reason to track the traffic on these websites. Analyzing traffic patterns on your website can help you glean a lot of important information about who your visitors are, what they want, and where they’re from, but that’s a post for another day. For purposes of figuring out your conversion costs even the best websites for CPAs can’t provide accurate tracking information in regards to conversions.

The only way accounting firms and other professionals have to calculate their ROI on their websites and other marketing campaigns is to do things the old-fashioned way. Back in the old days we called it “conversion tracking”.

On it’s surface conversion tracking looks easy, but it’s actually very difficult to implement because it usually means breaking bad habits and replacing them with good ones.

I don’t need to tell you that breaking bad habits is hard. Make it clear to your staff that you expect them to to take the new procedures seriously.

Conversion tracking takes place during the sign up phase.

When you first fill out the client’s contact sheet you need to ask, flat out, where the client heard about you and why he decided to call. Add this information directly to the client contact file and record it separately in a notebook specifically for that purpose. Once you have this information determining an websites for CPAs ROI is easy.

Your staff is going to balk. Asking these questions can be awkward and it can be hard to impress on employees the importance of proper conversion tracking. Be patient, but be firm. There can be no mistake that this is now an important part of their jobs.

The vast majority of your clients won’t hesitate to answer these questions, and most of the ones that don’t will have honestly forgotten who or what referred you. A few gentle probes will usually shake something loose.

“Were you referred by a friend? A co-worker? Did you find me on the web?”

This technique has a huge advantage over the automated techniques enjoyed by online retailers. Over time the information you gather is much more useful. By taking advantage of Conversion Tracking you not only determine the effectiveness of websites for CPAs, you can determine the conversion metrics of all your marketing campaigns.

Frequently, the first impression potential clients will form of accounting firms is their online presence. This is an excellent chance to develop solid CPA websites that are visually appealing to visitors. It is also a chance to offer information and details about accounting services the practice offers, and an opportunity to convert visitors into clients. A solid way to do this is to add a blog. Adding a blog can be very beneficial.

Blogging is very important in the modern online world. It allows businesses to showcase their expertise in their fields, and it allows individuals to share their ideas. Creating blogs on CPA websites is a great way to introduce the firm to potential clients, and present the practice as approachable to its current clients. It also establishes subject matter expertise in the field of accounting.

There are several strategies to consider while creating and maintaining professional blogs on CPA websites.

When creating a blog on a firm’s website, the firm is creating content as its own publisher. While it is important to post to an accounting blog often to keep the blog fresh, it is also important to make sure the posts all have something valuable to say first so that readers will not lose interest; a blog is not a place to just sell accounting services. Accountant website blogs should be clear, concise and contain good grammar, while sharing accounting expertise with readers.

The field of accounting is relevant to anyone who pays taxes, so firms should try to set themselves apart from the competition. Accounting blogs should have current information on tax laws and tax filing tips so that readers may educate themselves. When blogs offer something of value, readers will want to come back. A CPA blog should also list what services the firm provides, and offer to provide the answers to any questions readers may have. Creating interactivity on blogs is important. It establishes community and a loyal base of readers.

Accounting practices need to share their blogs with others in their professional networks and in their fields. It is important that they promote their blogs on their CPA websites and print the names on their business cards. The more popular CPA blogs become, the more search engine authority they earn. This drives traffic to the blogs and brings more leads.

A critical part of keeping successful CPA blogs is that the authors should keep current with what interests readers. An excellent strategy is to periodically conduct a survey that asks blog readers what their concerns are. The survey should offer a few topics that might interest readers, and one of the responses should be left open-ended so that readers can suggest something original.

Blogging is a tremendous opportunity to boost search engine rankings for modern CPA websites. Every post that is created is a new opportunity for search engine listing. Writing CPA blogs that draw regular readers is the key. This benefits accounting firms by putting their brands in front of leads while selling their services to their current customers, and presenting the search engines good content to raise their search engine presence.

When looking at accounting website templates for the first time it’s easy to get distracted. Many providers will offer you what they think you want to see rather than what your firm really needs. To that end many accounting website template providers will neglect a websites long term marketing appeal and sell an illusion of quick ‘n dirty prospect conversion.

There are a lot of reasons for this. First of all these websites are cheaper to build. Long term marketing requires a number of specialized tools and features that add to an accounting website template’s development costs. Perhaps more important, however, is that promises of short term conversions offer a significant appeal to customers new to the internet.

Unfortunately anyone familiar with internet marketing knows that this is a false promise. Very few of your first time visitors are going to be looking for an accountant. The vast majority of the people visiting your site are looking for information. It won’t matter how flashy your site is or how expertly written your sales copy is if you don’t offer a visitor the information they want the overwhelming majority of your visitors are going to leave without giving your site, your brand, or you a second glance.

There are a lot of reasons not to push too hard for a first visit sale. Dedicated buyers are going to buy whether you push them or not.

Unfortunately the reality is that not many of your visitors are going to be dedicated buyers. Maybe our visitor already has an accountant she likes. Maybe she’s still able to use the short tax forms. This doesn’t mean she’s not a good prospect!

According to market research the average life expectancy of a client/accountant relationship is 6 years. That means statistically speaking just about everyone visiting your site is a long term prospect. Maybe her accountant is at the end of his practice. Maybe he’ll get married and move. Or take a job with a large firm. Any number of things could happen. Even poor folks could need you someday. Income changes. People get married. One day they could start their own business or even just buy property. I’ll never forget the panic I felt the first time I laid eyes on a 1040 long form and knew I needed to fill it out.

The real key to using a website to grow your firm is providing not only the information the visitor wants, but also offering such an overwhelming quantity of high quality content that the visitor will come back again and again. What we’re offering them isn’t just a service page and a contact sheet. We’re offering them a library of financial information. Each visit exposes your brand to them again and again. Long term marketing isn’t about making a sale, it’s about positioning yourself as the natural solution to turn to when the prospect is ready to buy. Down the road it’s a pretty safe bet that everyone will need an accountant, and if your website has been engaging and informing a prospect for months or years when that time comes the odds are you won’t even need to make a sale. The prospect will call you pretty much ready to buy.

So… How can you identify accounting website templates with a long term marketing strategy?

It’s fairly simple really. Look for content.

Financial guides and free-reports are great soft sell tools and are very effective at attracting return traffic. They also offer a great side benefit in that they can help you cross-sell your off season services to your existing clients. Use these articles to showcase ways you can help your clients save money, and position you as the expert that can help you do it. You want your visitors to have easy access to them. Divide them up into categories (Business Owners, Home Owners, Self Employed, etc) and make them searchable to make it easy for visitors to find information of interest to them.

Other great features for luring repeat visits are interactive financial calculators, tax due date pages, downloadable tax forms and publications, and most importantly a high quality email newsletter.

Aggressive old-school marketers will advise you to block this content. They’ll tell you to use it to “trap” email addresses for direct marketing. DON’T DO THIS. As soon as you start demanding contact information you’ll alienate your best prospects. Savvy visitors will know full well that if you won’t give them what they want one of your competitors will.

When looking at accounting website templates keep long term marketing in mind. Look for these features in addition to the standard short term marketing features; services pages, contact forms, driving directions, etc; pretty much all providers offer. Long term marketing will not only bring in more conversions over time, it will also bring in better ones.

As a successful CPA starting your organization from scratch is fun and exciting but to get started you need to ensure your business can attract new clientele. At minimum you want adequate clients to maintain your organization through the busy tax season. Then after the tax season passes by, you’ll want to develop your business even more so that it can sustain itself through the next season as well.

Providing this level of service leaves little time to market your business into a steady and continuous revenue stream. You need to ensure your success in the long term. To do this, you must learn how to successfully market your business.

“Interrupt”, or “outbound”, marketing techniques are expensive and they do not work. They are usually only 3% effective at best. A much better strategy is to shift the allocation of your marketing budget towards inbound marketing techniques. Your only cost is the expense of labor it takes to create them. Inbound marketing will give you more time to do what you do best, which is accounting. It will also free up more of your budget so you can invest in other parts your business.

To successfully use inbound marketing, you must have a solid strategy. The best strategy is to carefully blend the following techniques:

Pay per Click Advertising

Get yourself a Google Adwords account. The fastest and easiest way to get a good listing in Google is to buy one. It may seem a little expensive at first, but you’ll find it will start paying for itself in no more than a few months.

If you’re a CPA Site Solutions customer call your design representative about setting up Adwords for your website.

Creating a Blog

Make yourself known as a thought leader by starting an accountant website blog. This is an excellent way to establish yourself as a subject matter expert in the field of accounting. Show off a little, but don’t be too pretentious. A blog is a great place to show your prospects how much you know about the field of accounting

SEO – Search Engine Optimization

Increase your rankings with search engines and domain authority by optimizing your website. This will increase the visibility of your site online. Be sure that your content is optimized for the keywords under which you would like to rank on search engine results pages.

Social Media: Expand Your Firm’s Network

Use social media outlets such as Facebook and Twitter to establish and engage a community around your business. In this way, people can see the faces behind the firm. It also helps you establish trust. Links from social media sites rank highly with search engines. This can help with search engine rankings for your website.

One added benefit of using Facebook is its feature-rich marketing toolset. Not only does it contain a robust advertising engine that helps you fine-tune your target audience, but you can also offer exclusive specials to your Facebook users. Promotions such as these can take off on their own. They require very little work.

Video Distribution

Producing and distributing great website videos are an excellent way to educate and in some cases, entertain your community. Use videos to show your prospects how to prep their documents for tax season, or create a client testimonial where your firm helped a client maximize their return. Videos are favored by search engines. They help boost the authority of your domain.

Article Distribution Sites

Blogging offers many benefits, and article distribution opens up a whole new channel via the web. This not only helps your rankings with search engines, but it brings interested leads to effective websites for accountants.

Inbound marketing kinda fun and you’ll soon discover that a successful inbound marketing campaign is far easier to create than a traditional outbound marketing campaign. It is also far less costly when compared with outbound and interrupt marketing campaigns. Perhaps most importantly, inbound marketing campaign delivers uniform, long-term results.

Although the economic climate may be tight, this is actually a great time to build your firm.

The recession affects everyone. Still, those worries are paired with opportunity. Make arrangements to connect with your business customers, new leads, and clients that are influential and offer them some extra, highly personalized services. This can result in not just developing your customer base, but it can also help you increase your client base.

Your best clients will always be by referral, and when there are fewer clients to go around it’s a good idea to try to shift your focus from getting the most clients to getting the best clients. Providing exceptional personal service is the best way to do this. For a relatively small investment in time you’ll soon find your clients are no longer customers but have become fans, and they will eagerly refer you to their friends and associates.

Before the busy tax season, a great way to get started with your clients is to plan 4th quarter tax planning sessions. Most professionally designed CPA websites have calendar functions that can help with appointment setting. The uncertainty of the economy creates an opportunity to explain to your clients that their lives are dependent on impact planning. It has a direct impact on their future.

An important metric for the impact of successful tax planning is money. However, boosting the confidence of your client and giving them some hope is the real value. This provides a real competitive advantage for your business. Your leadership gives your clients confidence and a sense of hope. This will make them more dependent on your firm. It will also help them manage day to day stress. Reducing stress can of course improve your clients’ lives.

Tax planning effectively isn’t just about minimizing the amount of taxes a client needs to pay over a period of time. It also has to do with investing, managing cash flow, and in some cases, planning an estate. You want to bring your clients lives back to order. This is the true value of effective tax planning. The natural result is managing fear, reducing negativity and alleviating stress. This can significantly improve the quality of your clients’ lives.

Once you have properly executed a planning session, it can make a big difference in terms of referrals. Your clients will speak of their experience to their family, co-workers, and friends. It is a great way to set your CPA practice apart from the competition, increase your client base, gain referrals and for existing clients, expand your service engagements.

At the planning session, you should:

1. Listen to and validate the concerns about the current economy. You don’t want to sound too optimistic or you will not seem realistic. Your client is not thinking optimistically.
2. Relate the client’s concerns to their situation in particular. Everyone is affected differently by recession, so speaking generally will not be as effective as if you connect someone’s personal concerns about the economy to their situation.
3. You must be realistic. Everyone needs to file taxes, it is inevitable. This shifts the client’s focus to their lives instead of the act of filing taxes.
4. Effective tax planning can bring a sense of hope. You need to present strong guidance. You can create a CPA website reference library of topics on which you can coach, which will help you improve your clients’ lives by giving them a sense of direction.

Here’s how to combine all of these points:

Keep in mind that everyone is feeling stress and anxiety about the economy, and the reality is that it will likely become worse before it improves. For clients with kids, this is especially hard. The responsibilities of parenthood are frightening enough even in the best of times. To help your clients adjust do more than just file a return, help them out by doing some strategic financial planning with them. Show them that no matter what the future brings they’ll be able to adapt effectively.

It is important to remember that recessions bring anxiety, stress, and uncertainty. In order to make informed decisions, you must provide strong leadership for your clients. It isn’t just about filing a tax return.

Arranging tax and fiscal planning with influential customers is the most effortless and cost effective method of increasing your firm’s profile within your local community. Your customers will speak of you, telling others how your business spent the extra time with them helping them manage their lives and their finances, not just filing their tax return.