We explore some of the best ways to attract the right kind of clients who will be a mutual fit to your niche accounting firm.
1 min read
When your firm is ready to grow and increase your clientele, it's important to remember that not every prospective client is well suited for your firm. Take a step back and consider what type of client will be a mutual fit for your firm's niche services and future offerings. Narrowing in on your advisory focus and fine tuning your onboarding process can help you identify the ideal client among your specific target market.
Industry expert and content creator, Jason Blumer, CPA and CEO of Thriveal and Blumer CPAs notes the importance of creating a client onboarding process that narrows down those who are a good fit for your firm and weeds out those who are not in his ebook, Client Management Strategies for Accounting Firms. Jason talks about being intentional about which clients you onboard into your firm. Read more in his ebook or listen in to his webinar on the same topic to learn about his approach.
There are a variety of ways to determine your niche. It can be based on your personal interests, location, work specializations, target industry, or ideal age group. We will explore a few ideas to get you started in establishing your niche.
An accounting industry niche allows your firm to focus on the most effective ways to attract clients for your specific services and offerings. Many prospective clients are likely to choose accountants by word of mouth referrals, and being visible across local industry associations and events is a great way to foster this type of growth.
Choosing clients that are a good mutual fit for your firm is a critical component of client management strategies and the onboarding process. If you want more ways to identify the right clients for your growing firm, check out this blog on best practices for finding new clients.
Explore more of our recent Articles, User Stories, and Ebooks.
6 min read
4 min read
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.
This makes workflow for tax resolution manageable. This business is a bunch of hurry up and wait. This system helps to refresh my memory while transitioning to different clients.
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.
Submit this form, and we will be in touch soon to give you a custom demo.
Set a time for one of our product specialists to give you a guided tour practice.