How important is customer service in an accounting office?
Posted: Wed Jan 22, 2025 8:23 am
Excellent customer service is important because it is one of the main ways to promote customer loyalty in accounting. It is through this contact and interaction that clients come to your office and stay.
The research we cited also showed that 42% of people maintain a relationship with a brand simply because they receive exceptional service.
Even though the provision of accounting services is a B2B commercial relationship , it is a person on the other side, not a company. What we want to say is that, in practice, it is contact between humans that generates hiring and good business, and not between two CNPJs.
This is why customer service in an accounting office is so important. Along with the delivery of punctual, accurate services, in compliance with laws and regulations, on time and at fair and physicians email list competitive prices, it makes the business a true success!
Extra! See this infographic to learn how to improve your company's customer service .
accounting office service
7 tips for good service in an accounting office
The best tips for good customer service that help promote customer loyalty in accounting are:
know your customer profile;
create internal processes;
adjustment to the way of communicating;
have empathy;
offer proactive support;
use technology to your advantage;
explore os feedbacks.
Let's go into the details of each one!
1. Know your customer profile
The objective here is not to identify the profile of your target audience or create a buyer persona , but rather to get to know the person you are speaking to at the time of service .
Dialogue is the basis of everything, however, you can also apply questionnaires and conduct a type of interview to understand the client's needs, expectations, doubts and fears.
By identifying what he and the company he represents need, he will know exactly what to deliver, and this behavior increases the chances of satisfaction and loyalty.
2. Create internal processes
Define internal processes, but be careful not to “stiffen” your accounting firm’s services.
The idea is to create a flow that guarantees consistency and fluidity because, in this way, all contractors receive the same attention and no one is left without a response.
The tips here are:
The research we cited also showed that 42% of people maintain a relationship with a brand simply because they receive exceptional service.
Even though the provision of accounting services is a B2B commercial relationship , it is a person on the other side, not a company. What we want to say is that, in practice, it is contact between humans that generates hiring and good business, and not between two CNPJs.
This is why customer service in an accounting office is so important. Along with the delivery of punctual, accurate services, in compliance with laws and regulations, on time and at fair and physicians email list competitive prices, it makes the business a true success!
Extra! See this infographic to learn how to improve your company's customer service .
accounting office service
7 tips for good service in an accounting office
The best tips for good customer service that help promote customer loyalty in accounting are:
know your customer profile;
create internal processes;
adjustment to the way of communicating;
have empathy;
offer proactive support;
use technology to your advantage;
explore os feedbacks.
Let's go into the details of each one!
1. Know your customer profile
The objective here is not to identify the profile of your target audience or create a buyer persona , but rather to get to know the person you are speaking to at the time of service .
Dialogue is the basis of everything, however, you can also apply questionnaires and conduct a type of interview to understand the client's needs, expectations, doubts and fears.
By identifying what he and the company he represents need, he will know exactly what to deliver, and this behavior increases the chances of satisfaction and loyalty.
2. Create internal processes
Define internal processes, but be careful not to “stiffen” your accounting firm’s services.
The idea is to create a flow that guarantees consistency and fluidity because, in this way, all contractors receive the same attention and no one is left without a response.
The tips here are: