The Best Time To Find Clients
I’m often asked by wannabe freelancers: “When is the best time to start a bookkeeping/accounting service?” The answer’s easy: “ANY TIME!”
That’s never good enough though — they always want to pin me down to the day when the business owners are standing in line. Well, there’s not one day. In fact, you can find clients all year round. But there’s no question that January 1 thru April 15 is the time when a lot of businesses finally decide to get caught up with their finances to be ready for the tax preparer.
At Universal Accounting, we get more calls from prospective clients during these three months than we do the remaining nine months put together. So, be ready. We’re there.
Seven Steps to Make This Year Your Most Profitable Year
- Here’s a list of seven promotional tactics you should consider doing in January to spark your marketing program (or get it started) and enjoy this great season:
- Send your past contacts a letter wishing them a great new year and suggesting that this is the best time of the year to get on top of their business financially. Offer them a free consultation.
- Send your friends and relatives a nice card or letter expressing your thanks for their friendship during the past year and reminding them of your terrific referral program: If they refer new business to you, you will send them and a significant other out to dinner.
- Remind your existing clients, if any, that you have a terrific referral program.
- Visit chamber meetings or network luncheons. They always let you come once or twice to evaluate them before joining.
- Place a small ad in the Services section of your newspaper under Accounting. Offer to help businesses set up their accounting system for the new year.
- Contact local tax preparers and offer to help gather financial information from their clients if they get into a bind. Don’t forget to let them know about your referral program.
- If you are a tax preparer, send out your client tax planners now with a letter notifying them of a proposed appointment (date and time) to review their tax inputs. Ask them to call, if they would like to change the appointment. Of course, you should call them a few days ahead of the appointment to remind them and ask if that time will work out. And, it wouldn’t hurt to let them know about the referral program, either.
Make Your Service More Profitable By Offering Tax Services
During the months prior to a business filing their company tax returns is your best opportunity to find additional clients, especially if your services include preparing tax returns. The best part is that once you have the skills to prepare tax returns for the businesses that you already have as Accounting and Bookkeeping clients, it is an easy sell to also do their taxes for them, since you know their books better than anyone.
Similarly, when your service provides tax preparation services, the clients that you find that need their taxes done likely need someone to do their Accounting and Bookkeeping tasks for them as well. When you find a client for one service, you often find a client for the rest of the financial services that you offer. Typically the same businesses that do not feel comfortable enough with their ability to do their own taxes would also rather have someone do their books for them as well. This “cross-selling” makes marketing much easier on you as a business owner, freeing you to spend time servicing paying clients that would otherwise have gone into finding them.
You can now get training in both Accounting and Bookkeeping and Tax Preparation from Universal Accounting to add more billable services to your current client list. If you are just starting your business, demonstrating your ability to provide a larger number of financial services to your clients will help them to build confidence in your service. You will show your clients that you can provide a “single-source” approach to financial services for their business.
You have your website up and running because you were told that every viable business has gotta have one. Now what do you do with it? There are just a few easy and inexpensive things you can do to strengthen your website and woo more clients. Here are seven:
Just look at what Char De Coster, of The Home Improvement Web, has to say about it.
According to the Bureau of Labor Statistics, despite plans to streamline the tax system almost every year, taxes always seem to become more and more complicated. People and businesses will continue to need help. They predict that there will be plenty of opportunities for tax preparers nationally for the foreseeable future.
This week its coming down to crunch time. There is only two more months until the Tax Season ‘07 officially kicks off. Are you ready? I’m sure all of us have one or two things they still need to do, but for us who are wondering do we have the training that will allow us to get through the season with flying colors.. it’s getting down to the wire.
Once you master Quickbooks, you can offer help services to other Quickbooks users, and that’s not just limited to your current client base; you can attract new clients by offering Quickbooks set-up and consultation services for $65-$95 per hour. You’ll find companies who want to do their accounting tasks themselves, but need help in configuring Quickbooks to meet their needs. And once you’ve helped a company set up its initial QuickBooks system, who do you think they’ll turn to for help? You, of course! After all, you’ll have the training and expertise they’ll need whenever they run into a problem. Because even if businesses are doing the books themselves, they will need help in certain areas or have problems that only you can solve. Taxes and depreciation come to mind immediately, along with installation support, accruals, job costing, estate planning, and a myriad of additional services that only you can offer. And once your Quickbooks clients recognize the value and competence of your expertise, they’ll come to you for their tax needs.
Universal Accounting is a company that is making a difference in the lives of their students! For those who are pursuing or looking into the possibilities of pursuing a career path into the Accounting, Bookkeeping and Tax Preparation services, you need to get to know more about what all Universal offers in their comprehensive training programs.
Everyone can relate. We’ve all been the cranky customer: unsatisfied with service and wanting to talk to that one person who could respond to our problem. Maybe we’ve been belligerent, pounding on the counter and demanding a resolution. Or perhaps we’ve been calm yet resolute in getting a desired response. Whatever type of dissatisfied customer you may have been, one thing is certain, you wanted a timely and positive outcome.
Have you ever wanted to clone yourself so you could accomplish more with your business? The idea of getting more work done without hiring a large support staff is appealing. And we know you don’t want to work twice as hard (and long) as you currently do in attempts to become more profitable. Working smart is the best option for your business.
Let’s say your business is x. Universal Accounting Center enables you to multiply your business efforts by two. When you enroll in the
Now comes the exciting part of this equation. Square your business’s profitability!
Inside of you is a business tycoon waiting to break free. We hope you don’t find that hard to believe because success stems largely from your own beliefs. If your beliefs are limiting and leave you trapped in a dull-drum existence barely eking out a living, chances are you won’t see any change to that come two, five, or twenty years. However, if you believe that your business is a raving success in work clothes, then you’re on the right track. With that in mind, literally, we can partner with you to achieve all that you believe.
Every small business could use some free publicity. And tip sheets are the perfect way to get that free publicity. Sandra Beckwith, author of Streetwise Complete Publicity Plans, says, “It’s one of the hardest working and most useful tactics available for generating publicity.” And in an article published by StartupNation.com she adds, “They are probably one of the most valuable publicity tools a small business can use.”
If you’d like more information about marketing your business, visit