4 Quick and Easy Ways to Gather Info From Your Clients
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The multi-faceted Jason Blumer, CPA joined us to discuss his Client Management Strategies for Accounting Firms, and we learned so much.
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On Tuesday, May 25 Canopy hosted a webinar featuring Jason Blumer, CPA about his Client Management Strategies for Accounting Firms. Jason has over two decades of experience in consulting and coaching firms through strategic growth. He’s a leading industry content creator as a podcast host, speaker, writer, and more through his company Thriveal.
We’ve summarized the key topics that Jason covered during the webinar below.
Successful firms understand that clients fund their growth. Therefore, the client experience should be of utmost importance to your firm’s growth strategy. There is a direct relationship between how your firm defines your clients’ needs and what services your firm provides. You can’t assume to know what your clients need, but they will typically come to you with an idea of what they want. Implementing an intentional strategy is to identify in what ways clients can be led and assisted by your firm’s diverse offerings. Without a client management strategy, you will likely incur roadblocks to your firm’s potential growth down the road.
Stand out among competitors by implementing these three phases of the Client Management Ecosystem outlined below.
Client Onboarding - A crucial part of the preparation phase, onboarding is key to building a sustainable firm by getting the right clients in the door.
Pricing - Different from billing, pricing is a great way to start a conversation with the client about value and intentionally agree together to move forward with the relationship.
The Business Model - This step has to do with how you lead your team and manage your firm’s capacity resources.
If you’re hooked and want to hear more, click here to watch the full webinar!
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Canopy takes the headaches out of client management by offering a way to keep client info organized.
I love how easy it is to setup a new client in this software. Once set up, it's one click to get IRS transcripts downloaded for my review. This saves me at least an hour each week in comparison to the software I used to use.
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The ability to securely share documents with clients as well as complete POAs from client contact data already in Canopy. The ability to route workflow between team members with color coded statuses allows us to work efficiently.
Cool features, outstanding customer service, constantly updating to make it better. I love that I can upload files easily to a secure client portal and we don't have to email files anymore. Absolutely can't imagine not having this software.
It's safe and secure. Clients are able to upload documents and the documents are saved their portal which as a result, keeps us better organized. The task feature keeps us organized and we know exactly the status of each client.
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