Check out our tips for you, new accountant, to succeed in opening your accounting company:
1. Plan your business
If you still don’t have a strategic and financial plan for your company, this is the time to do it.
Planning will guide your company into the future and help you get through this crisis. If you have difficulties doing business financial planning, enlist the help of a consultant.
2. Follow market trends
2021 has already been an intense year for accountants and 2022 promises challenges and opportunities for accounting professionals. And the opportunities for those who want to stand out in the accounting market are there to be taken advantage of.
For this, the accountant will need to be up to date and follow industry trends if he wants to deliver a service with a difference and rethink his business.
3. Keep up to date in the accounting area
With so many changes in the accounting scenario in relation to tax and labor legislation, staying informed is the only way to not be negatively impacted and caught off guard in the accounting area.
- Access official government web portals
- Subscribe to Newsletters
- Invest in training and capacity building
- Keep an eye on the pages of the Federal and Regional Accounting Council
- Join Facebook groups, forums and WhatsApp
- Learn from eBooks and Case Studies
To be seen is to be remembered, as the old saying goes! Networking is essential for any entrepreneur and for the accountant even more so.
The network of contacts helps the accounting professional to accelerate his career, improve his management, share his pains and experience, and – of course! – boost business.
Networking means communicating, relating and maintaining a network of professional and social contacts with people who can help, exchange knowledge, hire or indicate your profile to another professional.
The accountant’s network can be made up of employers, entrepreneurs, colleagues and former co-workers, college colleagues, suppliers, fellow accountants, family members, among others.
5. Accounting system + efficient support
There are several accounting systems available in the market. They are intended to give more agility to accounting routines and more efficiency to the work of accountants and their staff.
Thus, the team stops doing manual processes and gains time to perform more important activities, which demand time and research. So use technology to your advantage!
6. Set your fees
When analyzing the market, you will find many professionals reducing their prices and gaining customers. And, unfortunately, many entrepreneurs see accounting as a cost, and end up hiring for the cheapest price.
But that’s not to say that lowering your price is what will retain or capture a customer.
Forming a price list is not an easy task, and to charge a fair value for your business and your customers there are some points to take into account so that both parties win.
There are other ways to compete in the accounting market without having to work with lower prices and harming your office and other colleagues in the area.
7. Customer Prospecting
You must have heard a lot about customer prospecting, but have you ever stopped to think about the true meaning of this important action for your business?
Prospecting aims to identify the potential customers of a business and qualify them to sell to them.
Therefore, it is important to understand what your goals are and who you want to reach, what the needs of this audience are, analyze what you can offer them and thus attract the attention of these potential customers.
To prospect for new clients for your accounting firm, you need to use more than one method, it is necessary to know several ways to combine them to reach your potential client.
8. Customer relationship
Customer relationships are the key to success for any successful business. And, of course, accounting would be no different.
In the midst of competition and the rise of digital accounting, standing out in the market to maintain and attract new accounting clients is fundamental, and a good relationship with the client is the best option to ensure more notoriety and trust in the accounting office, in addition to, of course, the directions!
Having a good relationship with your client ensures more efficiency for the accounting routine of your accounting firm, as the information you will need from the client will be transmitted more quickly.
It is also important to understand your customers’ needs and customize your service as per what the customer needs. In addition, relating well with your client is the best way to create a strong and lasting relationship.
9. Differentiated services beyond accounting
Go beyond basic activities like payroll, tax books and bank reconciliations. Be an accountant 2.0!
To be an accountant 2.0 is to be an accounting professional who escapes the traditional ways of working, always evolving and training himself to new technologies, information and tools to offer the best service to his clients in a practical way and in real time.
In addition, accountant 2.0 focuses on the success of the company of its clients, going far beyond accounting.
This professional offers various types of services and consulting to expand their solutions and add more value to the services offered at the office, such as consulting, financial advice, communication tools, among others.
The guarantee of a sustainable company guarantees that the office’s clients will remain in the market and so the demand for the accountant will continue.
10. Accounting Digital Marketing
Digital marketing is already a reality for companies and capturing customers in this way is effective.
With content strategies that correspond to the accounting segment, approaching your potential customers will be easier. Therefore, arouse the interest of your audience on the internet as well.
We recommend here efficient social media management, interesting posts on an institutional blog with content of interest to your audience, materials – such as eBooks, infographics, among others – to solve possible pains of your persona and attract new customers.
Attention: like any other segment, accounting also has some disclosure restrictions, so check the CRC rules and check out the questions regarding advertising.