Client Experience - what is it?

Put simply it's how happy your client is, with your product or service, your delivery of this product of service and how they are treated by you and your team - throughout their entire journey with you - and every touch point matters.

It's about how much they trust you, value the work you do, how you make them feel and the relationship you have as client and accountant.

This is down to you.

In the blogs below you will see common themes crop up on how to make the experience your client has with your firm magical, they are:

  • Asking the right questions
  • Actively listening to your clients
  • Discussing your clients personal and professional goals
  • Communicating the things that matter to your clients, not you
  • Getting to know your clients
  • Working with the right clients
  • The importance of team behaviour
  • How to build value and loyalty
  • and many more...



Ask the wrong question and you send your clients to your competition

We all know that asking the right questions is key to success, that asking the wrong questions can have the opposite effect and that this applies, not just in business, but to life in general. You’ll know this is true if you have teenagers in your household. Treading carefully is an art form when it comes

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The numbers don’t lie when it comes to client loyalty

When it comes to growing your firm, it’s clear that you must take your client service seriously. How you handle your clients and how you treat them when something goes wrong will determine the success of your firm. How many clients have you lost due to poor service? Or, asked in another way – how many clients have

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If you don’t build value in your firm, you don’t build your sales…

When it comes to securing existing or future business with your clients, the questions you ask are fundamental to your success. When you use a proven framework and ask your clients ‘happy’ and ‘sad’ questions, you sell more and and build value for your accountancy firm. Both types are needed, and you can learn how to

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Can a simple question make a big difference in your accountancy firm?

It’s so easy to get bogged down with the day to day business of just getting the job done. In fact, like most business owners you probably spend most of your day locked in meetings, on the phone, answering emails, dealing with issues from your team or clients. This probably leaves very little time for you to

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For great client relationships use these 6 words

Asking your clients open questions in a timely manner will give you the information that you need to help and advise your clients. And this level of client care builds great relationships with your clients AND leads to winning more clients and therefore securing the future of your firm. So, what’s stopping you? Most of us don’t have

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Review your client list to change the future of your accountancy firm

When was the last time you reviewed your client list? The full list… When you look closely at it, you’ll see an imbalance The chances are that 20% of your profits will be generated by 80% of your clients… It might be slightly less, it might be slightly more – but the imbalance will be there… Look at how

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Be better at selling your firm to your prospects and clients…

Most people don’t like ‘salespeople’… If you ask your team to describe a typical salesperson, they may use words like ‘pushy’ or ‘aggressive’. They may describe the car salesman in a shiny suit trying too hard to sell them a car they are not sure they want, at a price they’re not comfortable with… This version, with

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Turn your accountancy firm’s satisfied clients into raving fans…

Step into your clients’ shoes for a moment and ask yourself these questions… If I were a client using my accountancy firm would I be happy with being simply satisfied? Would satisfaction mean that I would come back again and again? And would I refer my accountancy firm to other people because I’m simply satisfied with them? If the

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Think of Rudyard Kipling during your client conversations…

Asking the best questions, in the best way and at the best time has huge potential for changing the results you achieve for your accountancy firm. Rudyard Kipling is probably best known for writing the Jungle Book, however his understanding of the English Language is never better demonstrated than in his little-known poem ‘The Elephant’s Child’. This

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How client-focused is your accountancy firm?

As a partner or senior manager of your accountancy firm, you already know client care is a crucial element of your firm’s success. Every contact your clients have with your firm is an opportunity for you to improve your reputation with them and increase the likelihood of bringing repeat business and further cross-sales. From your first welcome

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Guarantee what matters most to your accountancy firm’s clients

What sort of guarantees are enough to compel prospective clients to buy from you and not your competition? If your guarantee does not tap into the most pressing concerns of your clients, then it isn’t worth using. Listening to their customers’ most pressing needs gave Premier Inn success in a highly competitive market.  The budget hotel market

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Follow the bright spots in your Accountancy firm for successful change

Here’s a great story about change involving a man called Jerry Sternin, the principles of which can be applied to your accountancy firm… Jerry arrived in Vietnam in 1991 with his young family. His remit from ‘Save the Children Fund’ was to transform the lives of millions of severely malnourished children living there. Jerry had very little

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A new view of sales determines the success of your firm

The world of sales – love it or hate it, we are all involved in it. Most of us either sell something or are sold something every day, probably without even realising it… On your way to work today, the person on the radio will have sold you the idea of staying tuned in to their channel

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Why simply satisfying your firm’s clients will not secure their loyalty?

When you started your Accountancy firm you had a business plan and goals in place to make your firm successful… …and probably the most important one was to attract and win lots of valuable clients. Indeed, without your clients you wouldn’t have a firm at all! However, if you ask your clients are they satisfied with your Accountancy

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Ask better questions to win (and keep) more clients for your firm

Wouldn’t it be great if more buyers said yes more often to your proposal, your offer and your products? It’s disheartening and disappointing when you have a warm prospect that you are sure will become a client and they don’t end up buying from you. It’s even harder to swallow when you know that your product is

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How can camels help you become better at negotiating?

A successful negotiation means that all parties reach a compromise or agreement while avoiding argument and dispute. Contrary to what many believe, negotiation skills are not about beating the opposition. The best negotiations are ones where all parties win, resulting in everyone walking away from the negotiating table thinking that the deal they have is a

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Simple processes to hook your accountancy firm’s clients

To truly hook your firm’s clients, you must manage their ability to act and motivate them into action. Your aim is to make their action easier than thinking. For example, anyone would be put off by a lengthy registration page, especially if you have to scroll down, leave the page or fill in lots of information. Compare this

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Deep Practice guarantees a competitive edge in your accountancy firm

As the saying goes “practice makes perfect”. You already know in this fast-moving business world that you need to improve just to stand still. You also know that doing the same old, same old will mean that your firm will probably eventually fail. Practicing something once just isn’t enough…by helping your people (and yourself) improve skills and expertise

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Time to put your clients first – your firm is at risk if you don’t…

Your clients are at the heart of your success, and their experience of working with your firm should be the focus of your attention. Client care ought to be a top priority for all accountancy firms. It’s surprising, however, how many firms take their clients for granted, focusing on simply doing the technical work and forgetting

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Start looking for win-win negotiations in your accountancy firm

Negotiation is a part of everyday life, whether it’s deliberating on who drives on a night out, what time your children go to bed or which location to choose for a holiday. So how are your negotiating skills? When you’re preparing for a negotiation, how do you feel? Nervous? Excited? Ready for a fight? Your ability to negotiate

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Accountants already know the power of guarantees, don’t they?

The power of proof is as relevant to accountants as it is to their business owner clients. In short… If prospective clients doubt your firm and your abilities, they are unlikely to use you as their accountant. Perhaps surprisingly, this is a good thing for your business! It’s good because the same ‘doubting Thomas’ approach applies to your competition

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