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How do clients want to be approached about additional service offerings?

Posted by Sageworks

In this brief video, Sageworks senior consultant Peter Brown discusses how clients would like to be approached about your firm’s additional services. Brown highlights that 50% of clients would prefer a phone call or visit over an email or message via social media. He suggests to use times of the year that are less busy to get in front of your clients and tell them about the additional services that you offer and show them your expertise.

This clip is from a Sageworks’ webinar entitled “Stop Competing on Price: Type 2 Services—What , Why & How.” In this webinar, Brown provides insight on transitioning your firm from competing on price to offering Type 2 services that will grow your firm and increase revenue with client needs shifting to more value-added services. You can watch this webinar on-demand at

tags: accountant, Accounting, accounting services, client relationships, CPA as a business advisor