What are the most effective ways to stay in touch with accounting clients?

1 Send regular newsletters

One of the easiest ways to stay in touch with your clients is to send them regular newsletters via email. Newsletters can help you share useful information, updates, tips, and reminders related to accounting and finance. You can also use newsletters to showcase your expertise, highlight your achievements, and promote your services. Make sure your newsletters are relevant, engaging, and personalized to your clients' needs and interests. You can also segment your email list based on different criteria, such as industry, location, or service type, to tailor your messages accordingly.

2 Schedule phone calls or video meetings

Another way to stay in touch with your clients is to schedule phone calls or video meetings with them at regular intervals. Phone calls or video meetings can help you build rapport, address any questions or concerns, and get feedback on your work. You can also use phone calls or video meetings to discuss your clients' goals, plans, and challenges, and offer your advice and support. Make sure you prepare for each call or meeting, set a clear agenda, and follow up with a summary and action items.

3 Use social media platforms

You can also use social media platforms to stay in touch with your clients and expand your network. Social media platforms can help you share valuable content, showcase your personality, and interact with your clients and prospects. You can also use social media platforms to join relevant groups, participate in discussions, and provide answers and insights. Make sure you choose the right platforms for your target audience, post consistently, and respond to comments and messages.

4 Create a loyalty program

A loyalty program is a great way to reward your clients for their continued business and encourage them to stay with you. A loyalty program can help you offer discounts, incentives, or freebies to your clients based on their spending, referrals, or feedback. You can also use a loyalty program to create a sense of community, exclusivity, and appreciation among your clients. Make sure you design your loyalty program based on your clients' preferences, needs, and values, and communicate the benefits clearly.

6 Celebrate milestones and occasions

Finally, you can stay in touch with your clients by celebrating their milestones and occasions, such as birthdays, anniversaries, or achievements. Celebrating milestones and occasions can help you show your interest, care, and appreciation for your clients, and strengthen your bond. You can also use milestones and occasions to remind your clients of your value, expertise, and availability. Make sure you personalize your messages, cards, or gifts, and avoid being too salesy or generic.

7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?