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10 Ways To Get More Clients For CA Firms

10 Ways To Get More Clients For CA Firms

Proven methods to get more clients using WhatsApp, Google Forms, and trust—not ads

Sikander Arora
April 08, 2025

Struggling to get more clients for your CA firm?

These 10 tactics are for you.

You can use them with simple tools like WhatsApp, Google Forms, and simple follow-ups.

It includes ready-to-use messages, templates, and examples.

These ideas are made for small CA firms in India and don’t require any business development, extra costs, or complex tech.

Start with one, and you’ll see how easy it is to get results.

1. WhatsApp Broadcasts to Old Contacts

Reach out to 30–50 old clients, college friends, or business owners in your network with a simple message that offers value. This method has brought in leads within hours.

Hi [Name]! I just created a free tax-saving checklist for business owners—it includes missed deductions, common filing mistakes, and quick wins. Want me to send it over?

This message works because it's helpful, not pushy—and it opens the door to warm conversations.

2. Google Reviews from Happy Clients

Social proof builds trust. After a successful filing, ask clients to leave a Google review—especially if you’re trying to attract similar business owners.

Hey [Client Name], thanks for trusting us with your return this year!

If you found the process smooth, would you mind leaving us a short Google review?

It really helps us grow and reach more small businesses like yours.

Here's the link: [Insert Link]

If you want, you could mention things like “fast GST filing” or “clear communication”—whatever you found helpful!

3. Free Compliance Calendar (With Auto-Reminders)

Turn your monthly due dates into a lead-gen system. Use a Google Sheet to list deadlines and client names, then automate WhatsApp reminders with a plugin (e.g., WA Web Plus, Bardeen).

Hi [Client Name]! Just a reminder—your GSTR-1 is due this Friday. Let us know if you'd like help filing it. We're here if you need us.

Your clients will thank you—and potential leads will take note.

Position yourself as someone who solves problems. Don’t name clients—just show results.

One of our clients had 3 years of unfiled returns.

We cleaned up their books, filed the backlog, and helped them claim a ₹42,000 refund.

Now they’re stress-free and caught up. If you know a small biz owner in a similar boat—DM me. We’ll fix it.

5. Offer a Free 15-Minute Compliance Health Check

Great for building trust. Use Calendly or TidyCal. Offer a short review of their ITR setup, GST registration, or common tax mistakes.

Hi [Name], we’re offering a free 15-minute Compliance Health Check for small business owners this month.

We’ll quickly review your filings, structure, and see if you’re missing any deductions or making costly mistakes. No charge.

Want to book a slot?

It’s low-risk for them—and positions you as proactive, not reactive.

6. Monthly Tips via WhatsApp Broadcast

Send clients one helpful message per month: a tip, a tax update, and a soft promo.

📌 April Tip:

If you raised invoices before 31 March, don’t forget to issue credit notes before filing GSTR-1.

This avoids over-reporting in your sales data.

Need help? Just reply ‘Yes’—we’ve got you.

This keeps your brand top of mind—and builds trust over time.

7. Partner with Startup Communities or Coworking Spaces

Many founders are looking for help with tax basics. Offer to run a free 30-minute session (online or in person).

Hey [Name]! I’m a CA and run a small firm. Would love to offer a free tax session for your founders—how to save taxes + avoid penalties in 2024.

I’ll even give them a free checklist or PDF takeaway.

Would that be helpful for your community?

These often lead to 5–10 warm leads and newsletter subscribers.

8. Answer Questions in CA/Startup Groups

Become known as “the helpful CA” in groups like Telegram, CAclubindia, and Facebook.

Q: Should I file ITR-1 or ITR-3 if I have salary + stock market income?

A: ITR-3 is better if your capital gains are frequent or you have F&O trades. We’ve done this setup for 40+ clients and it saves them trouble with scrutiny.

Wrote a short guide here: [Insert Link]

Answer just 1 question a day and watch referrals roll in.

9. Ask for Referrals (With Language That Works)

Most clients are happy to refer—but don’t think of it unless you ask.

Hey [Client Name]! Glad we could close your GST filings on time.

If you know any business owner who’s stressed about compliance or just wants someone reliable to handle taxes—I’d love to help. Feel free to connect us!

Make it easy. Be specific. And always say thanks.

Your firm uses templates every day—turn them into lead magnets. Share a WhatsApp message pack, onboarding checklist, or Excel tracking sheet.

We just cleaned up our internal GST follow-up message pack—these are the exact messages we use to remind clients.

If you want the same messages for your firm, reply ‘Templates’ and I’ll send it over.

You’ll get engagement and new leads who love your practical approach.

Want 1 growth idea like this every week?

In our newsletter, we don’t just share tactics—we show you exactly how to do it: real tools, automations, and step-by-step walkthroughs tailored for CA firms.

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