Client relationships
A summer game, far from any deadline, is the easiest conversation you’ll have with a client all year. It’s also where advisory work tends to come up.
Accounting is a relationship business that runs on a calendar. Ticketnology helps firms get tickets to the right clients and referral partners, plan around busy season, and keep a clean record of every ticket that leaves the firm.
Ticketnology is a ticket management platform and service for accounting firms that use season tickets and suites for client relationships, referral partners, and staff recognition. Partners and managers request seats in one place, the firm approves and tracks them, and every ticket is tied to the person who received it. Leadership can see where the tickets go and what they’re doing for the firm.
Most clients only hear from their accountant when something is due. Tickets give you a reason to show up when nothing is.
A summer game, far from any deadline, is the easiest conversation you’ll have with a client all year. It’s also where advisory work tends to come up.
Attorneys, bankers, and wealth advisors send a lot of new clients your way. Keeping those relationships warm matters as much as any marketing campaign.
After months of long hours, a night out says thank you in a way a pizza lunch doesn’t. It also helps when you’re competing for talent.
From January to April, nobody has a free night. The season keeps going, and without someone reassigning the tickets, they go to waste.
Entertainment for attest clients has to stay within the firm’s independence rules. Without a record of who received what, that’s hard to show.
Tickets are spread across partners and offices, and nobody owns the full picture. When the managing partner asks what the program delivered, there’s no clean answer.
Practical ideas on client relationships, busy season planning, and getting more from your ticket investment.
Partners request seats, the firm approves them, and every ticket is tied to a client or referral partner. When a game lands in the middle of busy season, the seats can go to someone who can actually use them.
See How Ticket Booth Works →
Season tickets don’t wait for busy season to end. Ticket Pass gives you a dedicated ticket budget and an account manager who finds and buys seats for the dates that work, with every dollar tracked in one dashboard.
See How Ticket Pass Works →Something else on your mind? Our team works with accounting firms every season.
Talk to our team →The firms that do it well run every request, approval, and assignment through one system instead of a spreadsheet passed between partners. Anyone in the firm can see which seats are open, so nothing sits unused because the right person didn’t know about it. Ticket Booth gives the firm that single view.
That’s when most seats go unused. With open inventory visible to everyone, tickets can move quickly to staff, clients, or referral partners who are free that night. For events outside your season package, Ticket Pass lets you buy for dates that fit the firm’s calendar.
Ticket Booth keeps a record of who received tickets, for which event, and when. That gives the firm a clear history to review against its independence and gift policies before tickets go to an attest client.
Tie every ticket to a client or referral partner. Once you know who attended, you can compare entertainment against retention, new engagements, and referrals. Ticket Booth tracks this as tickets are used, so the data is ready when partners review the budget.
Ticket Booth integrates with Microsoft Dynamics, and a Salesforce integration is in progress. If your firm uses another system, we can walk you through the options during a demo.
A short walkthrough with our team, built around how your firm uses tickets today.
