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How are you thanking your clients for their business in 2021?

Client Relationships Thank You

In many ways, 2021 has been a recovery year for many tax and accounting professionals, getting past the hurdles of helping their clients with stepped-up advisory services, and guidance on how to survive and thrive for the future. Even though it’s been a busy year, it’s always a good time to thank your clients for their business, whether it’s during the holiday season or throughout the year.

We asked our Intuit Tax Council for their feedback on how they were thanking their clients. Here’s what they had to say.

Colin Horsford, CPA, MBAHorsford Accounting & Advisory

I will be sending baked treats from a client of mine to all of my other clients. For that client, and a couple others that I did a lot of business with this year, I will send a selectable snack box.

Al-Nesha Jones, CPA, MBAASE Group

This year, we’re purchasing 100% of our client gifts from our very own women or minority-owned business clients. So far, this includes mini candles, the best hot sauce I’ve ever tasted, wine and stationery. This presents a unique opportunity for us to show gratitude and support. All clients also receive holiday cards signed by each member of our team, and we randomly include $2 bills in client cards for good luck.

Timothy Wingate Jr., EA, CTAG+F Business and Financial Consulting LLC

I’m planning to send them cookies from Levian Bakery. This is sure to put smiles on their faces.

 

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