||Communicate Your Value!
By George S. Willie, CPA, CGFM, CGMA
The AICPA’s successful advocacy on taxpayer penalty relief is an excellent example of the active role that CPAs play in continuously supporting their clients. Are your clients aware of the CPA profession’s strong relationship with IRS and other policy makers? Our penalty relief advocacy efforts helped taxpayers avoid penalties this year for reasons that were beyond their control. But the value of the CPA does not stop there. Do your potential and existing clients know how much they can save by partnering with a CPA?
Tax returns are fresh on the minds of clients and prospects right now. In fact, you will probably be working on extensions for many clients as the year progresses. Seize the moment and remind them of the value of working with a CPA and that you’re available year-round. Consider these ideas to use on your website, in your firm newsletter or through social media:
- Tax season may be behind us, but you’re still open for business and ready and willing to help clients. Considering all the tax law confusion this busy season, 2013 may be the year to expand client services and promote tax planning. Highlight client success stories regarding tax planning you’ve recently completed that has helped clients solve problems and minimize tax outlays. Invite clients to contact your office for more information.
- We all want to save money wherever possible. Remind clients of common deductions, new credits and items they should be tracking throughout the next year. Providing a weekly deduction tip on Twitter will definitely increase your followers!
- Use the client satisfaction survey in the AICPA Tax Practitioner’s Toolkit to find out what clients think of your practice and tune into the archived webinar “CPA: The Value of Articulating Your Value” to identify ways you communicate all that you do for clients.
Our profession has once again taken an active role in making positive change. Make sure your clients know about it and use this opportunity to promote the many positive changes you can make in their financial lives.
George S. Willie, CPA, CGFM, CGMA, the managing partner of Bert Smith & Co., is chairman of the AICPA PCPS Executive Committee.