Adamson Advisory

Talk To Your Clients Now

Summer flew by. Fall was so busy with extended returns. Now it is November, late November.

This is the time of year when your competitors approach your valuable clients about switching accounting firms. Year-end is approaching, and it is the time of year when clients are most likely to make the move to another firm.

How many times have you touched base with your best clients throughout summer and fall? Have you sent them articles relating to their industry? Have you helped educate them about the new tax bill? Have you scheduled their year-end tax planning appointment?

Don’t send an email or a text. Now is the time to give them a call. Even better, drop by their place of business to see how they are doing. Every conversation with a current client usually leads to opportunities to provide additional services.

Building strong relationships is what public accounting is all about. You want clients who will stay with you for the long term. If you want to strengthen relationships with your best clients, you have to take an active approach. Talk with them via phone. Treat them to lunch. Invite them to a local sporting event, a concert, or a play.

Now is the time, before year-end, to strengthen client relationships.

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