You’re an accountant. You’re good at what you do and you pride yourself on giving your clients a service that’s second to none.
Your busiest time of year is tax season: January is the month when the word ‘busy’ just isn’t descriptive enough! But when that is over how do you stay busyand profitable for the rest of the year?
Make the most of your client contact from January
It may have been your busiest time but it’s also when you’ll have been liaising with your clients the most. You have just had a very good reason to be talking to them, and your services have been highly in demand. You’re probably didn’t have time to discuss much more than their tax return but based on what you know about their business this is when you can fill up your diary for a good part of the following months: you’d really like to talk to them about their future plans, growth, employees, pensions as you’ve got some great suggestions for them: how about a meeting in the next month or so?
Help make your clients’ lives a bit easier
As a business owner yourself, you know the pressures your clients face. A new business owner, in particular, has to accumulate a vast amount of knowledge: the learning curve is incredibly steep. And that includes all the things you need to be discussing with them: PAYE, VAT, personal tax, business tax, year-end accounts, returns. Consider preparing worksheets, forms or online systems to make it easier on them. By helping your clients become more streamlined, your job becomes easier too; less time spent on the admin means you become more efficient. And an efficient business is far more likely to be a profitable one!
Use trusted referrals
I’ve recently come across the analogy of a good accountant being like a good GP: your GP will refer you to a specialist when you need one. And that’s just what you need to be doing: you take care of the financial side of things and when your client needs advice on other areas, you need a bank of professionals that you can recommend for legal assistance, insurance advice, health and safety, employee contracts, employee handbooks and more. After all being a trusted advisor, means your client will recommend you all the more enthusiastically: and that’s essential to you staying busy all year round.
Create another revenue stream
Refer your clients to the MAD-HR toolkit. The toolkit is an online resource that answers all HR-related questions. It’s available 24/7 without the cost of employing an HR Manager or talking to a solicitor.
With an annual licence, your client can have unlimited access to the toolkit which includes items such as:
Contracts of employment
Performance management documents
Having access to all this help and information, in one easy place to use will save your client time, effort and ultimately, money.
Plus as part of the package, we will include access to a 24/7 legal helpline for any issues relating to employment, consumer, health & safety, etc. When you clients sign-up to the Toolkit through your business, they benefit from 20% off their subscription for the first 12 months.
Book a FREE DEMO
Simply choose a couple of dates and times that suit you. We'll confirm a session by email. When the time comes, grab a coffee and follow the link. One of our team will give you a guided tour on your screen, while talking you through the features and answering any questions you may have.
We have used MAD-HR a number of times and I have been very impressed by their knowledge and expertise, which is invaluable for us a small and growing business. All the work they have done for us, and this includes not just contracts and handbooks etc, but also training to make us a better more thoughtful team, I regard as a sound business and personal investment. We intend to make this an on-going relationship to help us develop as a business.read more
Carole immediately grasped my situation and quickly set about creating the perfect document to help drive my business forward. She has a wealth of experience that she was able to apply to my current and future business goals in order to come up with the goods! The process itself was extremely straightforward with a clear system for booking in a call with Carole, where she then talked me through my options. Thoroughly recommended.read more
Carol offers outstanding support and advice to ensure you are meeting legal requirements. Her toolkit is a very worthwhile investment as it ensures your documentation is up to scratch and you have all that you need in place! Highly recommended - outstanding service.read more
I recently attended a Suffolk Brokerage Registered managers meeting and the very lovely Charlotte from MAR HR was there to give a presentation. Charlotte was fantastic and delivered a great presentation. Her knowledge around all things HR where clearly evident and she answered some tricky questions really well, giving clear, helpful advice. I would highly recommend anyone thinking of gaining support for their business to speak to Charlotte. I know we at ClarkeCare will be engaging their services in the near future. Thank you Charlotte :-)read more
I love working with Carole and the team at MAD-HR. They are so knowledgeable and responsive. I feel really confident that my HR (and therefore my business) is in safe hands. We've had a few issues that we've needed help with and Carole has been right there, with great advice and useful resources (via the Online HR Toolkit) that have made my life so much easier and my blood-pressure so much lower. Thanks Carole and team. You rock!read more