Best Practices for Retaining Clients at Your Accounting Firm | Canopy
You can’t expect to retain clients without a strong relationship with your clients. Always get to know who they are as a person and identify what their needs are early on in the process. Retaining clients is important to the success of your firm. Acquiring new clients can often be more pricey in the long run. If you’ve done the hard work and found your ideal and niche client base, it’s important to make sure they stay on with you through the years. So, how can you make sure your clients won’t go looking elsewhere for their accounting needs? Follow these six steps.