Importance of a Website for Accounting Firms

The importance of providing timely and accurate financial information by accounting firms, owning a website can ensure the smooth operation of the businesses.

Having a website can prove to be extremely advantageous for accounting firms. Let’s see the benefits of having a professional website.

Exceptional and Instant Client Service

A website can help you build a better relationship with the clients. You can track client interaction, streamline the communication process and capture more clients with the help of a website.

BUILD A BRAND

The accounting service market is saturated. With 1.25 million accountants and auditors in the United States, it’s difficult to stand out.

Branding is a visual and conceptual way to convey what’s special about your firm, so you’re recognized and remembered. While many elements contribute to a brand—including a company name, logo, slogan and design— your main focus should be encouraging people to view your firm as the best choice.

“The best test of how well the firm’s branding is working [is] do potential clients feel they need what the firm offers? Better yet, does the branding bring a smile to their face?”

In other words, your branding should evoke an emotional response that motivates someone to sign on as a client. Even better, it should make clients want to remain with your firm for the long haul.

Engage Clients before they Sign On

Business development professionals should take steps to advance the brand with each interaction—even before working with a client. As their experience with your brand is often what determines a client’s perception, it’s essential to focus on making every experience as enjoyable and valuable as possible.

Some ways top accounting firms create a great pre-engagement client experience:

Automate appointment scheduling
Take advantage of technology and web options that put more control in the hands of clients

Prep the client for the interaction
Send an email with a photo of the assigned accountant or invite the client to a free pre-tax webinar

Schedule, Reschedule or Set Reminders

Automation of schedules, reminder set up is some of the vital significance of owning a website. Clients can stay in sync with the existing calendar and online appointment can be set up via the website. Centralized calendar management, synchronizing calendar with iPhone, Outlook or Blackberry, and easy management of various meetings through a website makes the work hassle-free for the clients.

Secured Document Sharing Anywhere, Anytime

A website can also enable the clients to share the documents online with your accounting firm. Files can be uploaded on site and the client can be notified via automated e-mail. It is easy to track when a shared document is viewed, reviewed along with the related client correspondence history.

Automated Lead Generation

There are various marketing and website tools available which just in a few minutes can create highly specific landing pages with special offers and advertise them to the prospects, clients via social media and email. A personalized website enables the accountants to meet the specific business needs and drives more business and facilitates timely responses anywhere, anytime.

Conclusion:

Website can help accounting firms to simplify accounting practices and build a strong professional presence online. Also, building a website can help to keep financial records well-organized which can act as the foundation of a successful business. The day-to-day tasks associated with bookkeeping can be efficiently performed on a daily basis. So, build a website today and simplify all your accounting needs.