Good Customer Service Is A Key To Success


So, you have a small to medium accounting practice. You love what you do and feel your service is tops. Yet, you’re a realist. You know the competition is fierce, and you are still somewhat unknown. But, you are not the type to quit. How can you be successful? Well, you’re smart enough to realize that 50 clients a month are much better than 20 a month, so you must gain more clients to get ahead. Actually, gaining one client can sometimes mean gaining two or three – just depends on how enthusiastic that one client is and how many friends he tells. According to many stats, people take their friends’ advice when it comes to what business to patronize. You decide gaining and retaining clients is going to take customer service that is Out of This World! Here are 3 tips to help you in this endeavor.

Be accessible

One thing that will make you stand out in the accounting industry is to be highly and personally accessible. Today’s business world, in large part, is made up of chatbots and virtual agents. But sometimes people need to talk to or see a real human being. Some issues or questions are more easily resolved when the client can talk directly to a person. Now, some people may prefer to send an email so all options need to be available.

Take your time

We live in a busy society. People seem to always be rushing to get somewhere. But, have you ever noticed when someone has a problem or they want information about a product or service, they don’t want to be rushed. It’s important that clients don’t ever feel rushed when they contact you or stop by. Take your time. If you absolutely must leave for an appointment, be sure you explain the situation to the person. Then follow up with them as soon as possible.

Go the extra mile

Whenever possible, go the extra mile for your clients. Be accommodating to their needs when you see them. Offer them an extra smile, an extra minute, and an extra value. Be on the lookout for ways you can assist them and help them make the best decisions for their business. Be honest when they need something and when they don’t. People will take notice that you didn’t try to sell them something they didn’t need. This helps solidify your trustworthiness.

Need more tips for Out of This World customer service? Contact us today at and let’s chat!


Get off the Wheel Systems and Procedures for Greater Profits & Reduced Stress

By: Diane Gardner 

This Book is for you IF…

You are an accountant, bookkeeper, or tax preparer with employees and one of the following describes you: 

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