If you’re a CPA running your own firm, you probably understand the need to stay competitive in today’s fast-evolving world of accounting and bookkeeping. However, you may not know what steps to take to keep an edge and build your client base. The following tips can help.
Look Beyond One-Off Clients
CPAs tend to see many clients just once for tax preparation, but those instances may be opportunities to create lasting client relationships. Think about what you can do to help your clients beyond tax season. Create a more client-centric approach for your business to help turn one-time visits into lasting client relationships. For example, you can help your clients by introducing them to expense-tracking software and other money management tools. This will not only boost their financial health, but will also make your job easier when tax season rolls back around.
Stay Up to Date on Technology
In order to spend more time with your clients and less time buried in paperwork, it’s important to embrace modern bookkeeping and tax filing technologies. Along with saving you time, these types of software also help you stay in line with client expectations. Many individuals now look to the web to file their taxes and manage their money. If you’re not up to date on the technologies they’re using, clients won’t have a strong reason to keep coming back.
It’s not just individuals who will benefit from new technology. Business expense tracking, billing and invoicing, and payroll are all corporate bookkeeping services that can be aided with modern technological solutions. Keep your office technology up to date so that your firm can offer all of the latest services clients are looking for.
Another key to keeping your accounting firm on the rise is maintaining your office equipment. With copier, printer, and scanner leasing programs available in Tucson, Sierra Vista, and Mesa, Arizona Business Equipment is your source for office essentials in Southern Arizona. To learn more about our office equipment rentals and what we can do for your business, call us today at (520) 888-2679.