{"id":51678,"date":"2017-04-07t09:00:35","date_gmt":"2017-04-07t13:00:35","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=51678"},"modified":"2017-11-13t01:02:27","modified_gmt":"2017-11-13t06:02:27","slug":"5-fast-easy-ways-turn-annual-clients-year-round-clients","status":"publish","type":"post","link":"\/\/www.g005e.com\/2017\/04\/07\/5-fast-easy-ways-turn-annual-clients-year-round-clients\/","title":{"rendered":"5 fast, easy ways to turn annual clients into year-round clients"},"content":{"rendered":"
\"woman<\/a>imagine how catching their books up in november will make march feel.
\n<\/strong><\/div>\n
<\/div>\n
\n

by sandi leyva<\/i>
\nthe accountant\u2019s accelerator<\/i><\/a><\/p>\n<\/div>\n

converting your current clients into higher-paying services is much more cost-effective than marketing for and onboarding new clients.<\/div>\n
<\/div>\n

more small firm growth strategies:<\/b> six concrete ways to help business clients reach their full potential<\/a> | 10 tips for more energy this tax season<\/a> | welcome to the subscription economy<\/a> | ed kless: what is strategic pricing?<\/a> | marketing vs. sales and how to plunge in<\/a> | 5 steps to get clients to say \u2018yes\u2019 to cloud applications<\/a>
\n\"goprocpa.com\"exclusively for pro members. <\/span><\/strong>log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n

here are five ideas on how to create a successful conversation with your clients without feeling like you\u2019re bugging them.
\n<\/p>\n

<\/div>\n
    \n
  1. education<\/strong><\/li>\n<\/ol>\n
    everyone likes to feel like they are becoming a bit more financially literate. start by providing your clients with a flyer of the benefits of more frequent accounting and tax planning. these benefits include:<\/div>\n
    <\/div>\n
      \n
    • saving money on taxes by being proactive with tax planning<\/li>\n
    • making better financial decisions with more timely data<\/li>\n
    • a more collaborative relationship between the accountant and the client<\/li>\n
    • detecting and correcting problems more quickly<\/li>\n
    • peace of mind that everything is up to date instead of behind all the time<\/li>\n
    • lower bookkeeping costs on cleanup and catchup when something is done wrong and it has to be corrected after the fact<\/li>\n<\/ul>\n
      deliver this flyer of benefits when you deliver your annual services. you can also turn any of these into a question during a conversation: \u201cwould you like to be able to detect and correct problems more quickly?\u201d this language is more effective than saying, \u201cwould you like to meet four times a year for tax planning?\u201d<\/div>\n
      <\/div>\n
        \n
      1. \u00a0\u00a0ease them into a change<\/strong><\/li>\n<\/ol>\n
        in late october, start calling all of your annual clients and offer to catch their books up year-to-date. you\u2019ll free up time during busy season for new clients, and you may be able to spot some tax savings opportunities during this time as well. you\u2019ll be able to turn their return around quicker during busy season, and clients will feel like they are being proactive. they may also become amenable to quarterly catchups.<\/div>\n
        <\/div>\n
          \n
        1. let clients know their options<\/strong><\/li>\n<\/ol>\n
          in a very soft sell, you can simply let clients know that if they\u2019d like a higher level of service, you provide a quarterly package. clients who must have the best of everything will not be able to let that go. they will want the \u201chigher level of service.\u201d<\/div>\n
          <\/div>\n
            \n
          1. let them know what they missed out on<\/strong><\/li>\n<\/ol>\n
            this is playing a little hard. take a look at their tax return to see if they missed out on tax savings due to lack of action. did they fail to make a retirement contribution? did they time a stock or real estate sale badly? is their business not incorporated to take advantage of certain deductions?<\/div>\n
            <\/div>\n
            give them examples of actions they could have taken to save taxes when you deliver the return. then let them know what you can do for them next year with your quarterly package.<\/div>\n
            <\/div>\n
              \n
            1. require it<\/strong><\/li>\n<\/ol>\n
              if your practice is full and you don\u2019t want any more annual clients, then consider creating a minimum package that\u2019s semi-annual or quarterly. then let current clients know what their options are. you will lose some clients this way, so plan for the attrition and roll it out slowly so you can replace any clients you lose.<\/div>\n
              <\/div>\n
              try these five ideas to increase your revenue, serve your clients more frequently and smooth your work out all year.<\/div>\n","protected":false},"excerpt":{"rendered":"

              imagine how catching their books up in november will make march feel.<\/strong><\/p>\n

              by sandi leyva<\/em><\/p>\n","protected":false},"author":1345,"featured_media":47752,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[1363,3120,2295],"tags":[1056,6,114,822],"class_list":["post-51678","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-featured","category-pro-member-exclusive","category-solo","tag-entrepreneur","tag-bsg-business-builder","tag-small-firm","tag-solo"],"acf":[],"yoast_head":"\n5 fast, easy ways to turn annual clients into year-round clients - 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