Accounting firms can change their marketing strategy and operations with respect to tax season to gain optimum profit and more clients. Here are some things to consider while adopting these changes.

1. TAX SEASON PREPARATION:
TIPS ON GAINING MORE CLIENT

2. A c c o r d i n g t o I R S
T a x S t a t i s t i c s ,
1 3 8 , 9 4 5 , 0 0 0
T o t a l t a x r e t u r n s r e c e i v e d
d u r i n g t h e t a x s e a s o n
T o t a l t a x r e t u r n s i n t h e
y e a r 2 0 1 7
1 5 2 , 2 3 5 , 0 0 0
W h i l e t a x p r o f e s s i o n a l s
s t r u g g l e t o m e e t t a x
d e m a n d s , t h i s s e a s o n c a n
b r i n g o p p o r t u n i t i e s a n d
t u r n o u t t o b e m o r e
p r o d u c t i v e t h a t w i l l h e l p
g a i n m o r e c l i e n t s a n d b e t t e r
r e s u l t s .

3. The demand for accounting professionals rises as the tax time arises but
gradually falls as soon as tax returns are filed successfully.
Utilising this time to increase customer retention and hence improve
productivity should be the only aim.
So, here are some tips that will help you to gain more client in tax
season.

4. B E F O R E T A X S E A S O N
Approaching to the
existing client-base
before they switch to
the competitor will be
more advantageous for
your business.
Using digital marketing
strategies like email
marketing, social
media, etc. can help for
your CPA firm
to attract more customers.
Before tax season begins, getting ready with the marketing strategies for
gaining customer base can be profitable. These tips will help -
Planning and defining targets
can help to build great value.
Targets should be chosen
wisely that can be achieved
within the time-frame with
limited resources.

5. D U R I N G T A X S E A S O N
Keeping client in the loop and getting them
updated with the tax filing processes builds the
trust of the client.
Adopting new technological trends can improve
the operations. Cloud being most used and
helpful for tax season processes.
After planning, rest lies on how much better you and your accounting firm
can execute the plan during the busy tax season. Follow these tips -
According to the workload, hiring interns and more
accounting staff temporarily can help reduce the
work pressure and excel in results.

6. A F T E R T A X S E A S O N
Adding more features in
the service plan of
existing client can build
better impression on
them.
Taking feedback form
clients and working
upon the suggestions to
improve the level of
services.
Customer service is a delicate task, with competitors serving equally better
advantages than you. There is a probability of disappointed clients to switch from
existing professional, but following some practices can help retain the
customers.
Appreciating the client's
efforts produces a positive
impact on them and
strengthens the client-
business connection.

7. K e e p i n g a l l t h e s e p o i n t i n m i n d
- b e f o r e , d u r i n g a n d a f t e r t a x
s e a s o n - a c c o u n t i n g a n d C P A
f i r m s a n d i n d i v i d u a l p r a c t i s i n g
a c c o u n t i n g c a n b e t t e r g a i n n e w
c l i e n t s a n d r e t a i n t h e e x i s t i n g
o n e .

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A B O U T U S

9. C H E C K O U T S O M E O F T H E O T H E R S L I D E S H A R E S . . .
F O L L O W U S F O R M O R E G R E A T C O N T E N T
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10. REFERENCES
White Paper – Best Practices for Customer Retention
-Ace Cloud Hosting
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