The importance of customer service in bookkeeping

Bookkeeping, Business - 02/12/2021

Bookkeeping is a numbers profession. But it’s also a people profession. Customer service is one of the most important aspects of a bookkeeper’s role. 

Today we’re taking a deeper look into why customer service is so important in bookkeeping. 

Developing trust between you and your clients

As a bookkeeper, your clients are entrusting you with one of the most important aspects of their business: the accounts. They need to be able to trust you to manage them accurately, efficiently and discreetly. Expertise in bookkeeping is a must when it comes to earning your client’s trust, but it’s about showing a personable side to your services as well. 

Honesty is highly valued in the accounting world. There are high ethical standards bookkeepers need to adhere to. Being transparent with your clients is at the heart of a bookkeeper’s responsibilities.

Developing trust will also enable you to establish a genuine relationship with your clients. Your clients need to be assured that your services are in their best interest, not just based on the sales finalisation. That also means following up with clients once the bulk of your services are finished. 

Building a good reputation

Reputation is key when it comes to retaining and attracting clients. One of the best ways to do that is through good customer service. No one wants to stick with a bookkeeper they don’t enjoy working with. 

Consistently providing reliable services with a positive attitude will earn you a strong professional rapport with clients and employers.

Understanding your clients’ needs

A big part of good customer service is clear and honest communication. With good communication, comes a better understanding of what your client needs. You’ll then be able to provide your services to the best of your ability, and achieve those results for your clients.

It will also demonstrate a genuine interest in your clients’ welfare. Your clients will know that they’re not just a tick box exercise. You’re working with them, not for them. Not only do you want to see their business thrive, you want to help them get there. 

Bookkeepers who regularly communicate with their clients and who organise periodical meetings and consultancy, can support them best throughout their period of activity and go the ‘extra mile’. 

Improve your services

No business ever got better by sticking to the status quo. Good customer service gives you the opportunity to ask clients for feedback about what you’re doing well, and what you could be doing better. 

Not only will this help you perform better for your clients, it also shows them you’re willing to step up to the plate to meet their needs. If clients feel listened to and respected, they’re much more likely to use your services in future.

At Numero, client care has always been at the centre of what we do. A job well done isn’t just about being the best with our bookkeeping. It’s about working with our clients and making sure they’re getting what they need from us. 

To find out more about working with us, get in touch with us today.