Use proactive communication to provide more value to your clients

Melissa Foster

*This blog is part of the March 2023 Thought Leader newsletter

During tax season, your accounting firm may find it challenging to balance your daily responsibilities with seeking out new opportunities to proactively serve your clients. Fortunately, engaging with your clients and prospects on social media can help your firm stay top-of-mind and identify new ways to provide value.

Proactive communication opportunities

Social media platforms such as LinkedIn and Facebook offer excellent opportunities to connect with clients and prospects:

Help your firm stay in your audience’s minds with tax tips, best practices and reminders.
Post relevant industry news and insights to position your firm as a thought leader.
Humanize your firm by posting photos of your hardworking team.
Share staff events and conferences, and highlight employees who will be working with clients during tax season.

Added value during tax season

Speaking of tax season, this time of year presents a great opportunity to leverage your collection of online reviews. It’s also a perfect time to prompt your clients to leave a review on your Google Business Profile or Facebook. And be sure to seize the chance to ask satisfied clients for feedback, which can strengthen your online presence and increase the likelihood of potential clients finding and trusting your services.

By taking a proactive approach to client communication, your firm can navigate the demands of tax season and identify new opportunities to provide value and deepen your relationships with clients. Engaging with your clients on social media, sharing relevant content and leveraging the collection of online reviews can position your firm as your clients’ trusted advisor and valued partner. These strategies can help your firm stand out and succeed during tax season and beyond.

Are you interested in reading more blogs about marketing best practices? Check out a recent Thought Leader newsletter article, “Save time during tax season with social media scheduling software.”