End of Year Advice | AccountingWEB

End of Year Advice

Hi everyone: I imagine that right now you are slugging through the last deadlines for tax filing - I know how busy September and October can be! But as you emerge from the compression of work, and before the busy season for 2013 is upon you, I would suggest you take some time to personally sit down with your "A" and "B" clients for a discussion on what they can expect in the year ahead.

All too often we rely on impersonal e-blasts, newsletter articles or even seminars and roundtables to offer year-end advice to clients and business colleagues. Less often do we schedule individual meetings to hone in on their unique situations. For small to mid-size firms, this is where you can add real value and demonstrate the difference between your approach and that of a larger mega-firm where professionals might not have the time to arrange one-on-one strategic planning meetings with top clients.

Leverage your size and your commitment to clients. Deliver the hand-holding they need, offering smart business advice and technical competencies to help them maximize their opportunities. Do it now before it is too late!

This blog

Sally Glick, CMO, Principal, Marketer of the Year in 2003 and AAM Hall of Famer in 2007, will lead a lively discussion of the constantly expanding roles of marketing and the professional marketers that drive this initiative in accounting firms of all sizes.

More from this blog