5 ways to give back to your clients this season


The holiday season is in full swing. That gives many of us ways to be generous and give back to our communities and those in need. Don’t forget to give thanks this season to your clients. Saying a simple “thank you” is a simple and easy way to improve your client retention and make your customers feel appreciated.

Here are some simple ways to say thank you this season that won’t break the bank:

1. Write a thank you note

Handwritten notes might seem dead, but how many of us toss every automated envelope that comes in the mail, assuming it’s junk? It is nice when there is something in the mailbox personally addressed to us, and we know someone took the time to personalize a message just for us to read. Taking the time to send thank you notes is a sincere way to make your clients feel appreciated.

2. Host a customer appreciation holiday party

This does not need to be expensive to be effective. Hosting even a happy hour in your office, allowing clients to drop in, grab a beverage and a snack, and communicate with your team, can go a long way. It provides a fun way to connect and get face time, and it lets your clients know you are thinking of them.

3. Reward loyalty

Offer a small discount or a little bit of a break on the bill for clients who have been loyal customers. Especially after so many consistently paid invoices, a small boost around the holidays back in their pockets is a big deal to your clients.

4. Post a gift card code

This is a fun one. Most gift cards like Starbucks and Amazon are electronic now. You can post the scannable barcode on social media with a fun message like “today your coffee is on us.” Load the gift card up with a pre-set dollar amount and let the fun begin! This is a creative way to engage with your clients and make them smile.

5. Give back in their honor

If you want to focus on giving to a local charity, give in honor of your clients. Let them know you will be donating XYZ in their name this month, and make sure you say thank you for their business. Letting them know that you’re committed to giving in the community but willing to give them credit is a nice way to help support a local charity in need while making sure your clients feel appreciated.

Your gratitude does not need to be expensive or time-consuming to be effective. At a minimum, send out a holiday newsletter saying thank you for everyone’s continued business throughout the year. We all know that, ultimately, it is the thought that counts. A little thought can support big client retention and stronger relationships in the new year. 

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Christine Gervais is a licensed CPA, using her skills to help businesses grow and achieve their fullest potential. Christine has a Master’s degree in accounting from Southern New Hampshire University in addition to holding her CPA license for over a decade. Notably, Christine is a nationally recognized speaker providing education to other CPAs on how to best serve clients as well as instruction on a wide variety of topics for business owners on how to maximize success. Christine prides herself on the value she can bring to clients with her extensive tax knowledge and providing strategic, forward-thinking financial strategies to help clients grow. When not behind her desk, you can find Christine spending quality time with her daughter and stepson or tending to the family’s excessively loved farm animals.