With accounting firms facing talent shortages and growing workloads, the tax season may seem more daunting than usual — but there is a silver lining.
Firms can use this busy season to connect with clients who don’t receive much attention. These client meetings may only happen once a year, but they offer ideal opportunities to strengthen client relationships.
By listening “between the lines” to client challenges, firms can explore and offer better ways to solve those issues.
For accountants to provide an enhanced level of client service (and potentially develop growth opportunities), face-to-face meetings are a rare, but important, step. Consider these tips for strengthening client relationships during the tax season.