Client retention

Your clients have options, and the experience you offer can make and keep you the clear choice.

Impress upon your clients the importance of engaging you to perform an array of services for them.

There is a tendency to keep the clients we have, whether they are overgrown or not, or whether or not they still fit.

What accounting firms can learn from Chick-fil-A and Maya Angelou.

A healthy succession plan achieves three main objectives: continuity through client retention, client growth and fair financial treatment of all parties.

Acquirers are very selective because so many firms are looking for a deal.

Many services can be marketed to new clients as well as to existing clients. Once you begin adding services to your clients, more develop.

Clients will want to use you when you become their trusted advisor and they think of calling you before they do anything that might impact their business, financial security or growth.