FFP BLOG

Make Advisory Services a #1 Priority This Summer
08/30/2023

3 Tactics to Identify Value-added Services Clients Need

Your accounting firm’s existing clients are 3 to 10 times more likely to try a new solution you offer than a prospect. Adding value-added services to your firm can help you:


  • Generate more money without extensive marketing
  • Improve client satisfaction
  • Build a loyal client base


In our recent article, we discuss three key ways to identify the services your clients want the most:


Client Surveys

Asking your clients what services they would like you to add is the absolute best way to learn what they want you to offer. You can send a survey asking clients:


  • How you can better meet their needs
  • Which services, out of those that you list, they would be most likely to try


Honest feedback from clients will allow you to narrow down your list of value-added services to those that can begin making money the fastest. Plus, these are the services that will help you build a loyal client base.


Analyze Your Internal Data

Your firm has a lot of internal data that can help you choose the right services to add. Sit down with your employees to learn about:


  • Services clients have inquired about in the past
  • Common pain points among clients
  • Ways employees think they can better meet client needs


Working closely with your team will help you pinpoint the services that will best meet your clients' needs.


Conduct Market Research

Finally, you can conduct market research to find the viability of the services you want to offer, how they have grown or contracted, and who needs them. The information you find will help you reduce the risk of investing in solutions that are unlikely to succeed.


Read the full article, where we go beyond just identifying solutions your clients want and discuss how to implement your firm’s value-added services the right way.


To learn more about how FFP can help you with value-added services or to schedule a call, contact us here. 


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