Accountants: How To Support Clients And Prospects With Voice

You know the old saying… There are only two thing assured in life, “death and taxes”. Well, I don’t want to sound too morbid but you only die once. You need to do taxes every year. Unfortunately, these days taxes can be so complicated you need to call in a professional accountant to get the job done right. Sure it will cost you more that one of those online tax preparation services but a good accountant should save you enough of your own personal time and reduce your tax bill to more than offset the fees. You might even get an unexpected hefty refund.

But basic accounting services may not be a once a year thing. In fact, the advice you get from an accountant all year long could add up to a big savings on tax day.  The key is having the right accountant who is in sync with your needs and goals.

This is the dream… Finding an accountant who gets who you are, understands your goals, and will keep you one step ahead of the IRS. Well, some people’s dream.

Before an accountant can even start working for a client they need to build trust and let potential clients better understand who they are and why this could be a dream relationship. And don’t forget about current clients. There are a lot of accountants out there and you want to be the first choice.

Current accounting clients need a consistent flow of information and prospective new clients will need information to help them build confidence in a new accountant.

Accountants need to show people they are proactive, up on the latest tax rules, use the latest technology and are able to use that technology to get the annual tax job done quickly, efficiently, and  economically. All this while keeping the client form

What better way to engage than voice?

Sure you can spend countless hours on the phone to maintain current customer relationships and build trust with potential clients, but is this the best use of your billable time?

That’s where the ease and reach of Shoutworks powered Alexa voice devices can help to leverage limited time.

Use a Quote of the Day to quickly build trust and credibility…

What if people could be greeted each morning with a shareable quote of the day from you like this:

“The hardest thing in the world to understand is the income tax.” – Albert Einstein –  Nobel Prize winning theoretical physicist.

These kind of quotes will help people understand your personal values and value to them and maybe even your sense of humor.  Plus… Quotes like this can’t help but be repeated at the water cooler. What will that say about you?

For something a little longer form and more informative, try a daily or weekly Flash Briefing delivered right to Alexas around your community. You can use Flash Briefings to show off your deep knowledge of important tax savings tips:

“Have you been working at home more lately? When your boss requires you to work at home you may be able to take some of your expenses as deductions from your income. That’s a good thing. But for any home office to be deductible, you must (1) use a part of your home regularly and exclusively for work, and (2) your home office must be your principal workplace or you must regularly perform administrative or management tasks there. Whether you work at home or are an employee, you will need to satisfy these basic requirements to claim a home office deduction. ”

To make this content live, all accountants need to do it type the message. Shoutworks takes care of all the rest of the details to deliver the information via voice.   This is like having your own live radio show every day.

Podcasts are great, but they’re difficult to produce. Definitely not as easy as typing out your message. With Shoutworks you just type out your message and it is automatically converted into the lovely voice of Alexa.

Accountants can use the Deal of the Day to highlight books or other resources to help prospects and current clients be smarter about their money and taxes. Maybe something like this:

“The best thing you can do is learn more about managing your money smarter. One of the best books ever written about money and building wealth is titled, ‘Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not!’. This book could change your whole perspective on money and how you make some of the most important financial decisions of your life. We have a few extra copies in the office here, so stop by and we would be glad to lend you one. It’s a fast read.”

Shoutworks also has a built in way for your prospects and clients to send you messages through the Alexa. It’s almost like she’s the front desk in your office, except now she is everywhere.

People can ask Alexa:

“Tell me when I can come to your office to pick up my tax package.”

Then, their message is neatly converted to text and emailed to your eMail box. The rest is up to you…

No coding needed

And you can do all of this right now, right from your computer keyboard and website. You don’t need any special skills or money to invest in development. With a few clicks in Shoutworks, Alexa devices all over the world will say what you want.

Alexa will even read your blog articles, and she’ll do it in a surprisingly pleasant tone and rhythm. It fits right into your current workflow —you don’t have to change a thing.

What great investment insights will you share through the 200+ million Alexa devices? Try Shoutworks free today.

Related Works