Attending conferences throughout the country gives me so much insight as to how unique of a business relationship I have built with my clients.
I always ask my industry colleagues at conferences 2 questions:
- What do you do to add value to your client?
- Most CPA’s rattle off offering tax advice, preparing the return accurately the first time, and helping clients with life transitions that impact the tax return.
- My response
- The normal CPA response is just an everyday expectation for me and my clients.
- Just within the past 3 months I’ve invited serious small business clients to attend an one hour session with a nationally success coach AND held a luncheon for my retired seniors to chat, play games, and enjoy a lunch.
- Every month I invite 2 – 7 clients out for coffee, lunch, or dessert
- Every week I put 7 cards in the mail – birthdays, anniversaries, house purchase or just a note of thanks.
- How do you fee for time?
- Most CPA’s answer is ‘anytime we communicate, it’s billable time.’ Communicate? Yes, that includes phone calls, emails, texts, and face to face.
- the bmp, CPA way is I don’t fee out unless I have to look at calculated details of your situation.
- No fee for quick phone questions
- No fee for time and knowledge spent on responding to emails
- No fee for quick text replies on random tax impacting events
Relationship building techniques that are the two primary ways we’ve made bmp, CPA different than the rest. Being different is a SUPERB feeling and I’m so thankful that you’ve allowed me to ‘different than the norm’ for you!
If you have a friend, family member, or co-worker that is ready to join our ‘different than the rest’ team, please pass my information on to them. I would love to share this experience with them!
Brooke Pettengill, CPA