3 Ways to Show, Not Just Tell, The Impact of Your Work

As a CPA firm, do your clients understand your value? Really? The tax savings strategies…the hours of reconciliations…the “quick questions” you spend 30 minutes researching and 20 minutes writing and email to respond to? The business growth plans, steps, and advice??

Here are 3 things you can do to start demonstrating your firm’s value:

1. Provide Case Studies

If you want to demonstrate the value of your work to your clients, consider creating a case study. Rather than simply telling your clients about your impact, a case study allows you to show them through real-life examples how you've helped other clients achieve their goals. To create a compelling case study, be sure to include:

• The client’s background and goals
• The challenges they faced before coming to you
• The solution you provided
• The results achieved

By including concrete numbers and specific details, you can make your case study even more impactful.

2. Highlight Client Testimonials

Another effective way to showcase the value of your services is by using client testimonials. These testimonials provide social proof that your services are valuable and can have a positive impact on your client's business.?

Think about clients for whom you’ve had a direct impact on their business. Give them a call or send an email to ask if they would be so kind as to provide a quick statement about your work together that you can share on your website and in social media. You may be surprised to find that some will even volunteer to send you a quick video!

3. Provide Professional Insights

Another way to demonstrate your expertise and provide additional value to your clients, offer professional insights. Sharing your knowledge on topics related to your clients' businesses can help position you as a valuable resource. And, I’m sure you can guess where the perfect place is for sharing these insights….

Yep! Your blog, social media, a monthly newsletter to clients. And, yes, even a monthly or bi-monthly newsletter to prospects that didn’t choose to move forward with you. At some point, YOU are going to be the one who answers a question or delivers value they aren’t getting from their current CPA. Guess who they are going to call?

By sharing your knowledge and insights on topics related to your clients’ businesses, you position yourself as a valuable resource.?

Demonstrating the impact of your work is a key part of building trust with your clients. By providing case studies, client testimonials, and professional insights, you can demonstrate the value you bring to their business.