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3 Keys To Staying Relevant With Your Clients

Staying relevant with your clients is the key to success. This applies to not only retaining your clients, but to also getting referrals from your clients. So, how exactly do you do that? What does staying relevant or becoming more relevant mean?

You talk to your client, you master the industry the client is in, and you provide timely advice and tips that lead to productive results for your client. Ultimately you are building a relationship with your client. One that is built on mutual trust and knowledge share. In North Carolina, especially in the Charlotte and Triad regions, there are dozens of CPA firms that can handle a client’s tax or accounting needs, however client service is where LBA Haynes Strand stands out from the rest. We create strong mutually beneficial relationships with clients. We stay relevant with our clients, and we do that by focusing on three main client service aspects:

1. Industry Acumen

Staying up to date on a client’s industry, including threats and opportunities is key. This includes making your client aware of any changes or updates that they need to be aware of relating to their industry. We pride ourselves in having a diverse team that is able to handle client needs in a number of industries. Most specifically: Charter Schools, Construction, Manufacturing, HOA, Non-Profit, and Entrepreneurs. Our team attends regular seminars, conferences, and other events in all of these fields to stay up to date.

2. Client Collaboration

We cannot stress this enough… work with your client! Your client should feel comfortable to come to you regarding any problem or issue they have and before important decisions are made! Something we have found helpful with our clients is to hold regular planning sessions. These can be monthly, quarterly, semi-annually or just annually – whatever the client feels is necessary. When you sit at the table on the same team with your client, then you are much more likely to provide real value to your client.

3. Client Insight

Focus on the client! Focus on the client’s vision, short-term and long-term goals, and strategic initiatives to meet those goals. You must understand your client in order to provide great service! This can greatly help you, especially when it comes time to offer useful advice to the client. You cannot fully help your client if you don’t understand them.  We highly recommend to take this last step seriously and really get to know your client.

These three steps can greatly increase your relevance with your clients. Thus, creating an excellent client experience and one that will be mutually beneficial for years to come. We know because this is how we handle our clients. If you would like to discuss your tax or accounting needs with a member of the LBA Haynes Strand team, contact us for your no-cost consultation!

LBA Haynes Strand Attends NC Charter School Conference

Each year, the North Carolina Public Charter Schools Association organizes a conference for educators, administrators, parents, vendors, board members, and supporters of the NC Charter Schools System. LBA Haynes Strand has attended this event for the last several years, and we are grateful for the opportunity!

The NC Public Charter Schools Association was established in December of 2011. Their mission is to grow and sustain high quality public charter schools that nourish North Carolina’s children and enrich their families. Our Firm is proud to support the Association, and provide full-service accounting, payroll and CPA audit services for prospective and established North Carolina Public Charter Schools. We understand the unique needs of charter schools, which is why we’ve structured our Charter School Accounting Division to accommodate your most common concerns.

We look forward to attending the Charter Schools Conference each year and to furthering our knowledge so that we may better serve our clients. If you are interested in discussing our charter school accounting services, set up a no-cost consultation today! We are proud of our partnership with the NC Public Charter Schools Association and are excited to see it thrive!