There are various ways professionals in the accounting industry can utilise SMS technology to improve their business operations. Technology continues to become more versatile, which means you can sms bookkeeping use it in multiple ways throughout the day. SMS boosts your productivity and provides better service to your clients. We don’t send random bills for services you didn’t know you were incurring.
Let’s grow your business
Money makes the world go ‘round, and your clients rely on you to keep them up to date on the state of their funds. SMS newsletters can also be a way to regularly get out updates from the IRS or other major entities. Send these updates out in conjunction with your email newsletters to maximize visibility.
SMS for Accounting and Billing
If you’re 100K-500K in revenue (or a pre-revenue startup with over 1MM in funding) and looking to tighten up your business finances, we’ve got you covered. We provide cash flow management and accounting services to start-ups and small businesses. No matter where you are with your bookkeeping needs, we can help!
Send Billing Reminders
Templates are also useful for points we’ll discuss later on, like seasonal reminders, typical onboarding questions, announcements, and links to new policy changes. The more positive online reviews you have, the higher you rank in search results and increase your chances of beating out competitors. Get listed on Google Business and Facebook to start, so you can connect your page to Text Request later and earn more online reviews through text. We have integrations for each of these software—so you can focus on your clients, not syncing data.
(We’re biased, but we’re not the only ones singing the praises of SMS). Mass Texting gives your CPA firm the power to reach everyone at once. You can also download and print message threads and files from Text Request in case you need to add them elsewhere or keep physical copies. Don’t be so busy figuring out your clients’ finances that you forget about your own. Set up Payments, and never worry about tracking who owes what when.
- Since you have two-way texting capabilities, clients can confirm their appointments and ask questions.
- Texting the review link is key for your firm, since it’ll show clients exactly where they need to leave their review.
- Our support team can identify which numbers are mobile vs. landline in your spreadsheet—so you know which clients you still need to contact for their cell phone numbers.
- Teams can collaborate on critical messages without having to switch platforms each time.
What Customers Are Saying About Trumpia
Rest easy knowing that your trust ledgers are always reconciled. Next, we’ll give you a picture of text marketing for finance in action. The reality is that money can be a source of stress and anxiety for people, especially during tax season or during a recession. If you think it’s harder to reach clients these days, you’re not imagining things. Clients will be able to see exactly what you’re talking about, as well as point out specific sections in paperwork or format they need help on. They can also send you photos of documents or PDFs they’ve downloaded on their phones.
We can set up a filing system to keep you organized after we have left. Get your time back and keep helping your clients while we crunch the numbers and maintain your books up-to-date. We will work with your team to find and implement standardized processes that fit your specific firm’s needs. Now, companies are connecting with leads in seconds because texting is convenient, fast, and affordable.
New clients will check to see if your accountants are dependable and timely—and the first place they’ll go is your reviews. Our support team can identify which numbers are mobile vs. landline in your spreadsheet—so you know which clients you still need to contact for their cell phone numbers. From there, email those clients to ask for their numbers, or send out a general email asking all clients who have not yet shared their mobile number to do so. We’ve created this playbook to show you the best ways to save more time, decrease workflow, and increase your bottom line with text messaging.