What’s your ‘keep in touch’ strategy?

Many of you will already have in place a range of communication activities to keep in touch with your clients throughout the year. These may include newsletters, invites to seminars and events, or perhaps birthday or Christmas cards. These communications aim to keep your clients up to speed with business or tax developments that may […]

Survey results – what do clients think about your communications?

Prior to my recent presentation at Accountex, I carried out a small survey targeting business owners on social media. The aim was to get a client’s perspective on how well they rated their accountants on different forms of communication. The survey had two questions from which respondents had to give a score of between 1 […]

Client care, your biggest challenge in 2019?

2019, probably one of the most ‘interesting’ years to face accountants in a generation. Brexit, MTD and the knock-on effect these will have on VAT are all on top of the day job, as well as adhering to the plethora of accounting, tax and audit regulations. So out of all of these things, what’s going […]

MTD Communications – are you on the ball?

Despite having two years of advance warning, many businesses left their GDPR activities until a couple of weeks before the 25 May deadline. Don’t make the same mistake when it comes to Making Tax Digital (MTD), particularly when it comes to communicating with clients and staff. MTD Communications Your MTD action points should cover the following: […]

Video – Communicating with Clients – What do good firms do?

There are 3 main benefits to having a proactive client communication programme, these being: To enhance your reputation and continually demonstrate your expertise. To raise awareness of other services offered by your practice – don’t assume your clients know or remember everything you do – they don’t! To improve client satisfaction. When carrying out client […]

BRINGING MOMENTUM TO YOUR MARKETING

FROM MARKETING CONSULTANCY TO WRITING KEY MARKETING PIECES TO PROMOTE WHAT YOU DO, I CAN MAKE YOUR MARKETING HAPPEN.