As a CPA, you’re always looking for ways to help your clients succeed. But what if we told you that the simplest way to help your clients win is by picking up the phone and giving them a call?
It’s true.
Calling your clients on a regular basis can help you better understand their needs and provide solutions that will help them achieve their goals. When you reach out to your clients, you’re not just addressing their current concerns – you’re helping them ask better questions and anticipate future issues.
And here’s the best part: calling your clients not only helps them win, but it also helps your business grow. Every time you call a client, you open the door to new opportunities.
Every time Tom calls a client, he ends up with more billable hours. Not because he charged them for his initial phone call but because during that call, they ask him to do more work. A 5-minute check-in call may turn into a 5-hour research project. And the client is happy to pay because Tom is solving a problem they’ve been facing.
Plus, when you show your clients how your expertise can help them save money or make better business decisions, they’ll be happy to pay for your services. It’s all about demonstrating the tangible benefits of working with a trusted advisor like yourself.
So, don’t wait for your clients to call you. Take the initiative and pick up the phone. Ask them how they’re doing, what their goals are and how you can help them achieve those goals. The more you communicate with your clients, the more you’ll build a relationship of trust and mutual benefit.
Want to learn how to get better clients, a better practice, and a better life? Book a call with us today and see if joining TFW Advisors® is right for you!