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...



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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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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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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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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