Business texting empowers your accounting firm to better communicate with clients and create more work-life balance. You can also provide helpful tips and information when some clients are procrastinating with filing their taxes. Two-way messaging will allow you to send a subtle reminder about rescheduling an appointment while also providing helpful information. Many accountants choose to use SMS for customer service to reach out or to send reminders about upcoming appointments. We have seen this reduce the number of people who cancel at the last minute or forget about their appointments altogether.
Text Messaging forAccounting & Billing
All of this ties back to your word-of-mouth marketing and establishes you as a reliable firm new clients want to work with. Segmenting your contact lists into Groups, or a saved collection of contacts, will help you serve each different type of client. It’ll be a breeze to identify who has auditing, tax preparation, business evaluation, and financial planning as their primary goal by the names you give each Group. Tools like Signatures help clients know who they’re talking to, as they work through the initial onboarding process.
Increase Collections with SMS Messaging
We strongly believe that leveraging technology is key to a law firm’s success. We have dozens of tools to help you fine-tune your text marketing strategy. Here are the steps ABC will take to text its investment report to all (or segments) of its clients.
Banking, accounting, and finance SMS: the ultimate guide
- Texting can help you provide clients with assurance and guidance, and you’ll gain a reputation as a financial professional who makes money matters easy.
- If you think it’s harder to reach clients these days, you’re not imagining things.
- We’ve found that our current clients refer the best new relationships, so take a look on social and see who we both know before reaching out.
Teams can collaborate on critical messages without having to switch platforms each time. It can also enable customers to access more accurate information at any time of the day. After all of the transaction processing, we work closely with you to develop the reports and analyses you need to lead your business to success. Such analyses may include sales growth trends, customer and product/service profitability, spending effectiveness, burn rates, and margin performance. Now’s the time to actively collect your clients’ mobile numbers, if you weren’t already.
Cash flow management is the most important aspect of any ongoing business. We implement the full cash cycle including customer invoicing, payment processing, vendor bill payments, and cash flow reporting. If applicable, we will help you factor your receivables and coordinate the factoring process. Send tax return status updates so clients know where they stand.Save your clients the trouble of having to navigate the IRS’s website.
What Our Clients Are Saying…
Texting from your desktop means you can attach any PDFs and images your clients need from your files. It’s as easy as copying and pasting directly into the message box. All it takes is connecting your firm to one of 200+ payment processors, including the one you already use.
SMS marketing for finance is simply the practice of spreading the word about your services and attracting leads via text message. Client communication should be ongoing to create the best customer experience. That means regularly reaching out to everyone for things like tax service deadlines, quarterly payments, major policy changes, and more.
It can also allow your customers to view you as more personable. Most customers are looking to make personal connections, especially when receiving assistance with managing their money. SMS Bookkeeping wants to help small businesses get back to what’s important; their clients and their products. We will help you minimize your office paperwork collection and determine what you need to keep.
We want to work with you for the long term, but only as long as that’s what you want too. If at any time the relationship doesn’t work for you (or if it doesn’t work for us) let’s have a conversation and see if it’s worth fixing. Whereas accounting is the science, financial forecasting is the art. We leverage the sms bookkeeping quality of your financial records to help you chart a reliable course forward. We construct and maintain forward looking tools, such as financial forecast, pricing models, and other applicable predictive aids. One could argue that this is the most important and significant rule when it comes to trust accounting.