![]() ![]() How is your firm adjusting your hours and availability for your clients?.What you are doing to keep you and your staff safe?.Be sure to share other important changes in your business, such as: Start by letting them know your new remote hours, which will convey that you are here to stay. Take it one step further by offering free webinars using tools like Google Hangouts, Zoom, or. We recommend using social media, texting, and email to let your clients know you are available to speak or conduct a conference call. Make Yourself More Available Virtually.īe sure to emphasize your ability to conduct business virtually, and to schedule appointments via phone as well. The key is to provide them with the best service you can even in the virtual setting. You will make a difference by having the tools and solutions to their problems while others may be panicked. This will help you retain clients-and possibly even attract new ones-as the stress of this time causes universal delays and frustrations. Keep in mind clients will also be seeking ways to save money. Be sure to let them know you are here to help. The best way to do this is to keep clients updated on your office hours and availability in the coming weeks. Your small business customers will have many questions about their business operations. Here are some tips for managing your CPA & accounting firm virtually, along with some CPA Site Solutions tools to make the most of working remotely.Ĭommunicate Constantly with Your Clients.īe sure to communicate with your clients on a regular basis. ![]() Having the right online tools will help you continually deliver for clients, whether you’re abiding by stay-at-home orders, out of state at a conference, or attending to urgent client needs on vacation. While the last few years have seen a slow increase in remote work, the COVID-19 outbreak highlights the importance of being able to manage your financial business from anywhere. ![]()
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