Share this post
Award-winning practice management trusted by more than 10,000 accounting firms
For everything to be on one platform, it’s huge. It costs us less money too. Having everything centralized in TaxDome helps us, and it helps the client.
Bookkeepers around the world signed up to discover the secret to building lasting client relationships and scaling their practice in our Bookkeeping Success Formula webinar. Petar Iliev and our panel of experts – Rob Aquino (CEO at JBS Corp), Jo Wood and Zoe Whitman (co-founders of The 6 Figure Bookkeeper), and Matt Bontrager (managing partner at TrueBooks) — broke down how top-performing firms scale without overworking their teams or sacrificing client experience.
If you couldn’t make it live or want to revisit the insights, the full webinar recording is now available.
What we covered: the bookkeeping success formula
Happy clients = Easy scaling
The firms growing the fastest have cracked this formula. When clients are satisfied, they stay longer, refer more, and require less time to manage. But what does happy actually mean?
Backed by insights from our latest Client Satisfaction Report and expert discussions from the webinar, here’s what we found:
- Speed and transparency matter: clients expect real-time updates and a clear process.
- Seamless experiences drive loyalty: clients prefer having all interactions in one easy-to-use platform.
- Technology is welcome if it still feels personal: automation boosts efficiency, but it should never replace the human touch.
So, how do you meet these expectations without adding to your workload?
Your next steps: apply these strategies to your firm
TaxDome is built to make it easy:
- Keep clients informed and engaged with built-in secure messaging and client-facing job statuses
- Give clients seamless access to their documents, messages, invoices, and tasks through a secure portal available on desktop and our 4.9-rated mobile app
- Cut admin time while keeping interactions personal with fully customizable automations
See how TaxDome helps firms scale smarter while keeping clients happy — book a free demo today.
Mari Sam
Mari Sam is a content writer at TaxDome who is passionate about crafting compelling copy. Her job is to ensure that TaxDome clients fully utilize the platform's latest features and enhancements. Through clear communication of updates, changes, and new capabilities, Mari produces engaging content that enables clients to make the most out of the platform.
Thank you! The eBook has been sent to your email. Enjoy your copy.
There was an error processing your request. Please try again later.
Discover how top accounting firms are staying ahead in 2025 – download the free guide
What makes the best accounting firms thrive while others struggle to keep up? We analyzed our top 20 TaxDome firms, representing over $100M in combined revenue, to uncover the strategies driving their success.
