4 Tips for Providing the Best Client Service in 2020

With 2019 coming to a close, now is the time to consider how you can provide the best client service in 2020.

Landing clients is important, but your work does not end there. In order to keep your clients happy, you need to focus on providing your customers an optimal experience. Read on to learn some tips for giving your customers the best client service in 2020.

Providing the Best Client Service in 2020


1. Be Proactive

Take charge in your client relationships. Ask about your clients’ concerns, share articles relevant to their industries, offer proactive advice. If you think that they could benefit from additional services, bring it up to them. They may or may not take you up on it, which is fine. Keep in mind: if you don’t ask, the answer is always no. Being highly engaged with your clients is a great way of deepening your relationship and giving the best in client service.


2. Be Personal

Everybody likes to feel heard. This is true in personal relationships and professional ones. Taking the time to listen closely is key to deepening your relationships with clients. Try to make it a habit to include details about personal interactions in notes that record following client meetings. Review them before you meet with the client again so you can bring up what was discussed.


3. Be Comprehensive

Pay attention to more than just the specific issues that your clients bring to you. Keep an eye on their overall business health. Accountants are positioned to know more about their clients’ business operations than anybody else. Take advantage of the opportunity to be a good steward of your clients’ businesses.


4. Be Communicative

You should strive to regularly be in communication with your clients, even if you only really do work for them during certain parts of the year. Its easy to send a quick check-in email to see how things are going. With minimal effort, you can demonstrate to your clients that you are paying attention and you care.

As far as scheduling key meetings with you clients, be flexible. You should strive to work around your clients’ schedules, rather than making them conform to yours. If possible, offer to meet them at their office instead of having them come to you.


Using ABLE to Provide Exceptional Client Service

Offering the best in client service is no easy task. It takes hard work, organization, and focus. Luckily, ABLE, the CRM for CPAs, can make the task easier. To learn how, schedule a no-obligations demo today.