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How to communicate with your micro clients

30th Jun 2022
Brought to you by
bokio

Make managing your clients simple with our time-saving software.

Share this content

Communicating with your micro clients can help you build trust, know which advisory services to offer and help grow a great relationship.

Agree on the best method

When it comes to communicating with your clients, you can come to an agreement about the best means of communication. Depending on how often you work together, whether you’re a remote accountant, and your clients preferences you can discuss the best way to reach them. 

Your client could prefer in depth face to face meetings, or regular email communication could be better. It’s up to both of you to find a method that’s best for how you work together.

Regular check ins 

Check ins are important with micro clients that you work with on an ongoing basis. Their needs may change over time, and you can offer support, reassurance and guidance. By understanding your client’s challenges, you can suggest which services might suit them best.

Regular check-ins are also important if you’re starting out working together and building a routine. For example, if you’re waiting for materials on a regular basis, having a conversation about any blockers your client may be facing and finding a solution can benefit you both.

Offer advisory services

Advisory services are value added services for your clients. Not only do clients get help with the day-to-day aspects of keeping accounting records for their businesses, but they also get the advice they need to make sure they are making the best decisions for their finances. 

The scope of advisory services is broad, ranging from compliance like financial statements and tax, to more strategic goals like growing their business or making investments. Tailored financial advice can be of huge benefit to your clients.

Build trust

Sharing your expertise, communicating regularly and being reliable will help guide your clients to make the right decisions for their business. It can also help to build trust over time, which can result in a strong relationship.

Use collaborative accounting software

A collaborative accounting software means your clients can help provide you with materials on a regular basis. They can upload receipts, and do their invoicing, expenses and directors payroll in the same place as you manage their accounting. 

Ideally you won’t have to chase your clients as often, so when you do communicate it can be positive instead of reminding your clients of materials before a deadline.

About Bokio

Bokio accounting software offers bookkeeping, invoicing and expenses management. It’s a great solution for collaborating with smaller clients, like small businesses, sole traders and freelancers. Features like bank feeds, bookkeeping templates and automated reporting make it easy to collaborate with your clients.

Bokio helps you save time by using automation, so you can focus on offering high value advisory services.