How to Get Clients for your CA Practice

Table of Contents

Struggling with finding new clients for your CA firm? Not to worry. Your hard work will reap fast with these strategies. No doubt a lot of hard work is required to build up a new brand. For a successful brand, growth in clients is essential. You need a proactive and smart strategy to find new clients and replace the lost ones. You need to mix old rules with new channels that will help you in finding new clients. Sometimes the old techniques do not work, so if you replace them with the new ones, you will get the positive results. Let’s discuss some strategies that will help in your CA practice to grow fast:

Group your clients

All the clients are not equal. It is always better to group your clients based on certain factors such as revenue, dealing, effectiveness, profitability, positive exposure, great connections, etc. In short, you need to find your ideal clients before you start running after them. It is not necessary that you need to consider only financial aspects while building your clients. There may be clients who are less profitable but may help you in building a firm reputation. It is always better to look for the clients in the area of your specialty. You can prepare the list of contacts from which you can ask for work. You can contact your principals too. They will render work if they are impressed by your work during your internship.

Make great alliances with qualified and trusted professionals

Your clients may be in connection with many other firms for different services such as investment advice, legal representation, recruitments, technology, etc. If you start helping them with these services by providing referrals, they will get attracted to you. When you will build new alliances with trusted professionals, you can refer your clients to them, and the same way you can get new clients with their referrals. These days’ people do not have much time, so they want their services to get handled under one roof. When you will start helping your clients in saving their time they may stay connected longer with you. At the start, you may get work in a small quantity but your work quality will decide the quantum of work in the future. If you are providing high-quality work to your client, they will like to shift the entire work to you. This way you can open the doors of continuous income. Moreover, you can do the meetings with the seniors in the CA profession, they can guide you the right way to success or may introduce you further with the new clients. Give your contact numbers to these professionals so that they will contact you whenever they have some good work opportunities for you.

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Ask for referrals

Finding a better salesperson is a difficult task as compared to finding a satisfied client. Your clients are not only connected with you. They are in touch with other businesses also for other services. You can ask them to give recommendations to your CA firm. It will help in building your reputation. You need to follow a proactive approach and ask your best clients to spread the name of your firm. You can even take the help of professional networking services such as LinkedIn. You can add more and more testimonials on your website. This way you can take the help of your clients in spreading the name of your firm.

Give additional benefits to your clients

It is the best way to increase the clients of your business by adding up additional services or benefits. The additional benefits may include cost benefits, accuracy and reliability in data, effectiveness, and productivity in working, improved technology, experienced and qualified professionals, etc. You need to explain to your clients why your services are better. You can arrange special workshops or presentations where you can tell them the benefits of connecting to your firm. The clients may be already getting such benefits, in that case, you need to find the opportunities to provide such benefits to their friends, colleagues, partners, etc.

Do effective networking

Networking is very effective and gives positive results if you know how to make the most out of it. Networking events are the best way to increase your clients in today’s digital age. It will provide great opportunities to meet new prospects. If networking is done well, your business growth is confirmed. The important thing is one should be fully prepared before attending networking events. You need to have full knowledge of the other attendees before you go there. You can arrange the list of attendees. Think about the benefits that you can provide to such clients. Try to meet important people at such events and follow up on this meeting after the event. You can even contact government officials and visit their offices frequently. It will help in maintaining good relations with them and you can open the doors for getting long term business from them.

Find like-minded people for doing business

You need to be active in activities like a golf club, cycling group, community groups, etc. as it will help in building strong relationships. Moreover, you will find great opportunities for your practice from such activities or groups. Spending time with like-minded people can provide you casual opportunities for sharing networks and stories.

Keep yourself updated

A dedicated and updated chartered accountant is in demand these days. You should have the habit of learning new things every day in your field. Every knowledge will be essential while dealing with the clients. Even if your client is working on a large scale, your knowledge will attract him and they would like to work with you. If you think from a client’s point of view, for availing any service they search for a service provider having full knowledge of that concept. If you are updated about the latest amendments, you can guide them right and can prevent their loss. You can even join various certification courses and it will make you stand differently in the crowd. So, to create a wide audience base, you need to publicize your knowledge. Show your upgraded skill sets to the client and the client is yours.

Use social media and content marketing to grow

You can extend your reach using social media platforms. It is a very powerful tool these days. Through social media, you can spread the name of your CA firm. 

You need to create an online presence of your firm. Almost every business is working on an online platform. By creating an online presence of your firm, you can reach many clients and can start taking their projects. Apart from social media, you can use other online tools to spread your knowledge about your industry. The intelligence of your firm needs to be unlocked and shared with potential clients. Such efforts will attract clients from all over the world. You need to satisfy them with your knowledge and the client is yours. You can even use seminars to raise your firm profile. The speaker of the seminar should be the best that gives a long-lasting impression in the mind of clients. You can make the presentation memorable through storytelling techniques. This way you can communicate as many ideas and make it more interesting.

Above mentioned strategies are successful if you follow them thoroughly. Your understanding of your field will play a great role. If you do not have knowledge of your field all other steps are useless. You may try hard to retain your client but they will not stay if they are suffering loss because of you. It is necessary to spread the right knowledge if you want your firm to be reputed and gain more and more clients.

How to Grow your CA practice?

Grow your CA practice by increase your network, remain updated with latest amendments, increase your online presence, getting specialisation in a specific field.

How can I get clients fast for my CA firm?

To get clients fast in a CA firm, the only way is specialisation in specific field. This way your firm name can get popular fast within that field. While name of a firm which provides general GST & IT services cannot get traction at a rapid pace.

How to keep CA clients satisfied?

Be proactive in your working. Rather than clients calling you for status of each work, keep clients updated about the work completed, pending and due dates approaching.

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