Question

Recently, you have graduated from accounting program and took the CPA exam and passed, and went to work for Taylor & Morgan (T&M), CPA firm. You have been committed to helping the firm grow. Helping a small firm growbseems a good way to becoke a partner, and you like the idea of cultivating new clients. You have worked with T&M's clients who need write-up work or their taxes done, but you are looking for bigger cloents and morr complex work. You have attend professional meetings and seminars to network and market yourself and the firm.

Based on the scenario please answer the following questions:

a) How to sell yourself as a tax associate to the clients?

b) What other services (T&M) accounting firm services give to the clients except tax services?

c) You are trying to bring new clients to the firm, but clients who will contribute to your billable hours. Tell your audience what you can offer that is unique, interesting, and of value to them.

Answer 1

a) I will tell my clients something they don’t know. Position ourselves as an opinion leader in the field of accounting, making sure we are up-to-date on all the latest tax and accounting developments.

b) Other services (T&M) accounting firm services give to the clients except tax services are-

1. Audits.

2. Reviews.

3. Compilations.

4. Internal Audit.

5. Internal Control Design.

6. Management and Business Consulting.

c) to bring new clients to the firm, we can use the following methods-

1. To highlight our company. I will profile one or two of our staff and show what great people we have in the company.

2. To create a blog and drive traffic there through social media. I will create content weekly and build up an extensive email list.

3. Keep communicating with potential clients with successful cases previusly handled.

Thanks & all the best......