Mr. Raiford came to file his taxes with me for the first time. Though our conversation, I have learned from the retired military officer things I never learned in college nor in my practice, but it had a significant impact added to my knowledge. Besides earning the trust of a new client I gained knowledge and being referred to other clients.
Mrs. Abbott -a return client- came to drop missing papers she forgot to bring when she came to file the night before. While working with her tax return –in the night before-, I took that extra minute to discus with her other business matters. She paid attention to the time spent and the service difference. When she came the today to drop the missing papers, she brought me nice lunch. I was baffled!
Mr. Saad – a first time California client- called to see what he’d need to e-mail me to do his personal & business taxes. Again, being friendly paid off. During the call I took the extra minute to ask personal questions to know my far away client better. It revealed some information that he though deemed immaterial, was so important for his personal deductions in his return. In our second call that I made to inform him that his file was done and how he can get his final return paper, he told me that I have gained a client for life and that his partner and five employees are sending me their W-2(s) to file with me.
So, because the extra minute chatting friendly with clients, I gained more clients’ trust, earned more revenues and had a very nice lunch!