If you are associated with tax consultancy services, you can relate to the fact that a budding professional in this field faces numerous problems. So, how to deal with those issues and get benefitted?
Offer services out of the box- You should not restrict yourself only to filing tax returns. You need to diversify your offers, like you may take an interview to get information about your clients to offer better personalized services and charge more.
Inform potential clients through newsletter- You can simply send newsletter and other updates to all those clients whom you think may be interested to know about you and your services. May be some tips and tricks about tax management will interest them to connect with you. You can also get benefitted and expand your business by taking the support of a CA loan
Take support of a client management software- It is time to go online. Most of the clients will search you online and will contact you through mobile. It will be better to take the support of a client management software (CMS) for data entry, calendar sharing and client interaction.
Attend or organize seminar- Seminars and symposiums are good platforms where you can meet many potential customers. These are generally centered on the latest development of government policies, changes in regulations and act, etc. The potential customers may contact you or you may follow up with them through different means.
Get repeat customers- Existing customers may be interested to come to you again and again to avail the add-on offers that you offer and that are hardly available in other places.
Also Read: Expand Your Tax Consultancy Services with Bajaj Finserv CA Loan
Aman Khanna is an experienced financial advisor who is well known for his ability to foretell the market trends as well as for his financial astuteness. He has an MBA in finance from Toronto University as well as years of experience delivering seminars on sound financial practices and debt management.