Offer top notch client service to your accounting clients

Nov 25, 2020
3 min read

There are many accountancy practices in the UK, and there are probably many in the region where you operate. So how can you differentiate yourself from others? Why should a prospect choose you instead of someone else? And, once they become your client, why should they stay loyal to your firm?

If you are thinking about ways to differentiate your firm, marketing is probably the first thing you are focusing on. That fancy name, logo and website that you spent so much time designing can definitely help.

But above all, clients will choose you because of your expertise and the client service you can offer. Clients are looking for assistance and guidance in an area that they often don’t understand, and they trust you to do this.

Offering top notch aka the best client service depends on many factors, including the work you do, the attention you dedicate to your clients when they need it, the way everyone in your practice interacts with your clients and much more.

So if you want to delight your clients, you will need to stay focused and have full visibility of all the work you do for each of them.

You can do this by tracking your tasks with transparent workflow monitoring, so that you can react to real-time changes in a timely manner. Clients will know that you are always one step ahead, meeting all the deadlines and giving them peace of mind because you have everything under control.

Don’t let changes affect you

It is impossible to predict what is going to happen in a firm during a year. Some people might be off sick, others might leave… and you also need to take into account all the holiday breaks.

But no matter the circumstances, your client service should and can stay the same if you use the right tools.
Uku takes care of your clients, even when you are on holiday or when someone in your team is off sick. Reassigning tasks is super easy, and it allows the next person to pick up a task exactly where the previous person left off.

Offer the best support

Automated client workflows and integrated CRM free up your time to do more significant work.

With Uku you can have meaningful and helpful conversations with clients. The visual reports give you the tools every manager dreams of, allowing you to run through reports within seconds and gain back full visibility of all your clients, employees and tasks.

With all this information at your fingertips, you can report it back to your clients, who will have all the data-based information they need to make their business decisions.

Uku is a smart digital assistant that improves credibility, growth and employees’ happiness in your accounting practice. Start your free 30-day trial.

Uku accounting practice management software improves credibility, growth and employees’ happiness in your accounting practice. Start your free 30-day trial.

Illustration: Icons8

Autori Pilt
Smart Assistant


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Let’s create a dream, where the team is happy, clients are well served and profits are fair.
Rain Allikvee / Uku's co-founder

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