How to Retain More Clients for Your Accounting Business?

Have you ever had a client who was unhappy with the service they received from your business? If so, then this article is for YOU. In order to keep clients happy and coming back again in future--there are some tips on how best can do just that!
March 26, 2022 1:49 AM

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If you're an accountant, you know that one of the most important things you can do is keep your clients happy.

After all, if they're not happy with your service, they're likely to take their business elsewhere.

Have you ever had a client who was unhappy with the service they received from your business? If so, then this article is for YOU. In order to keep clients happy and coming back again in future--there are some tips on how best can do just that!

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1. Communicate regularly.

Make sure you're communicating with your clients on a regular basis. Let them know what's going on with their account and ask them if they have any questions or concerns. This way, they'll always feel like they're in the loop and they'll be more likely to trust you.


2. Be responsive.

If a client contacts you with a question or concern, make sure you're responsive. Get back to them as soon as possible and address their issue. If they feel like you're ignoring them, they'll be more likely to go elsewhere.


3. Find Out Why Clients Stay

Clients don't just leave out of the blue. If you're losing clients, find out why. Talk to them and see if there's anything you can do to improve your service. If you're not sure why they're leaving, ask them. Chances are, they'll be happy to tell you.


4. Keep Your Prices Competitive

If your prices are too high, clients will be tempted to go elsewhere. Make sure you're keeping your prices competitive so that clients see you as a good value.


5.Foster Loyalty With Existing Clientele

Make sure you're doing everything you can to foster loyalty with your existing clients. This includes giving them discounts, keeping them updated on new products and services, and just generally going above and beyond for them. If they feel like they're valued, they'll be more likely to stay with you.


6. Provide quality service.

This one is obvious, but it's still worth mentioning. If you provide quality service, your clients will be happy and they'll be more likely to stay with you. Make sure you're always doing your best for your clients and they'll appreciate it.


7.Embrace Technology

Use technology to your advantage. There are a lot of great accounting software programs out there that can make your job easier and help you provide better service to your clients. Embrace these tools and use them to your advantage.


8. Stay up-to-date on industry changes.

The accounting industry is always changing. Make sure you're staying up-to-date on the latest changes so that you can provide the best possible service to your clients.


9. Offer value-added services.

In addition to traditional accounting services, consider offering value-added services that will benefit your clients. For example, you could offer bookkeeping services or tax preparation services. This will give your clients more reasons to work with you and it will help you stand out from the competition.


10. Be available.

Make sure your clients can always reach you when they need to. This means having a reliable phone number and email address that they can use to get in touch with you. If they can't reach you, they'll be more likely to take their business elsewhere.


11. Have a good reputation.

Your reputation is important. Make sure you're always doing your best to build a positive reputation in the industry. This will help you attract new clients and keep existing ones.


12.Be Proactive About Client Needs

The best way to keep your clients happy is to be proactive about their needs. This means keeping them updated on changes in the industry, offering value-added services, and generally going above and beyond for them. If you do this, they'll appreciate it and they'll be more likely to stay with you.


13.Build Personal Relationships

Don't forget that your clients are people, too. They want to work with someone they like and trust. So, take the time to get to know your clients on a personal level. This will make them more likely to stick with you in the long run.


14.Go the Extra Mile

Whenever you can, go the extra mile for your clients. This could mean doing something special for them, responding to their inquiries quickly, or offering them discounts. If you go above and beyond for them, they'll remember it and they'll be more likely to stay with you.


15.Make It Easy to Do Business With You

Make sure it's easy for your clients to do business with you. This means having a simple and straightforward billing process, being available when they need you, and making it easy for them to get in touch with you. If you make things easy for them, they'll be more likely to stay with you.


16.Keep Your Promises

If you make a promise to your clients, make sure you keep it. This could be something as simple as returning their phone calls promptly or meeting their deadlines. If you don't keep your promises, they'll be less likely to trust you and they may take their business elsewhere.


17.Be responsive To Client Feedback.

Make sure you're always listening to your clients and taking their feedback seriously. This will help you improve your business and it will show your clients that you care about their needs.


18.Offer a Satisfaction Guarantee

Consider offering a satisfaction guarantee to your clients. This will show them that you're confident in your abilities and it will give them peace of mind. If they're not happy with your work, they can always get their money back.


19.Be Willing to Negotiate

Sometimes, clients will want to negotiate on price. Be willing to do this from time to time. It shows that you're flexible and it could help you retain a client who might otherwise take their business elsewhere.


20.Be Flexible

Clients appreciate businesses that are flexible. If you're able to make changes on the fly, it'll show your clients that you're adaptable and it'll make them more likely to stay with you.


21.Say "Thank You"

Always remember to say "thank you" to your clients. This shows your appreciation for their business and it will make them more likely to continue working with you.


22.Research The Competition

Make sure you know what your competitors are doing. This will help you stay ahead of the curve and it will give you ideas for how to improve your own business.


23.Create a Client Loyalty Program

Consider creating a loyalty program for your clients. This could include things like discounts, freebies, or exclusive access to new products or services. If you make your clients feel valued, they'll be more likely to stay with you.


24.Track Your Retention Rate

Make sure you're tracking your retention rate so you can see how well you're doing. This will help you identify areas where you need to improve and it will give you a goal to strive for.


25.Invest in Your Business

Make sure you're always investing in your business. This could mean things like hiring new staff, upgrading your software, or expanding your office space. If you're constantly improving your business, your clients will take notice and they'll be more likely to stick with you.


26.Make Sure Your Clients Are Happy

At the end of the day, your goal should be to make sure your clients are happy. If they're happy with your work, they'll be more likely to stay with you. So, always keep their needs in mind and go above and beyond to exceed their expectations.


27.Regularly Communicate With Your Clients

Make sure you're regularly communicating with your clients. This could mean sending them updates on your progress, checking in with them about their needs, or simply letting them know you're thinking of them. If you stay in touch, they'll be more likely to stay with you.


28.Be Professional

Make sure you're always professional with your clients. This includes things like dressing appropriately, using proper grammar, and being respectful. If you're professional, your clients will be more likely to trust you and they'll be more likely to stay with you.


29.Offer Incentives

Consider offering incentives to your clients for referrals or for continued business. This could include things like discounts, freebies, or exclusive access to new products or services. If you make your clients feel valued, they'll be more likely to stay with you.


30.Understand Your Clients' Needs

Make sure you understand your clients' needs. This way, you can tailor your services to their specific wants and needs. If you're able to meet their needs, they'll be more likely to stay with you.


31.Build Personal Relationships With Your Clients

Make an effort to build personal relationships with your clients. This way, they'll feel like more than just a number to you. Get to know them on a personal level and let them get to know you. If you have a good relationship with your clients, they'll be more likely to stay with you.


32. Make It Easier To Get In Contact With You

Make sure it's easy for your clients to get in contact with you. This could mean having multiple channels of communication (e.g., email, phone, social media, website) or making yourself available at different times. If your clients can always reach you when they need to, they'll be more likely to stay with you.


33.Promptly Respond To Your Clients' Inquiries

Make sure you're promptly responding to your clients' inquiries. This includes things like phone calls, emails, and social media messages. If you're responsive, your clients will know that you care about them and they'll be more likely to stay with you.


34.Have A Responsive Website

Make sure your website is responsive so that your clients can easily access it from their mobile devices. If your website is difficult to use, your clients will get frustrated and they'll be less likely to use it. Thus losing your current and potential clients.


35.Use Social Media

Make sure you're using social media to reach out to your clients. This is a great way to stay in touch with them and to let them know about your latest news and offerings. If you're active on social media, your clients will be more likely to stay with you.

36.Engage the right clients

Make sure you're engaging the right clients. This means targeting your marketing and sales efforts towards those who are most likely to use your services. If you're engaging the right clients, they'll be more likely to stay with you.

37.Determine your accounting niche

Focus your efforts on targeting clients within that niche. This way, you can build a client base of those who are more likely to need and use your services. If you're able to build a strong niche clientele, they'll be more likely to stay with you.

38.Determine your client preference

Focus your efforts on targeting clients who you prefer to work with. This could be based on things like industry, size, or location. If you're able to build a client base of those who you prefer to work with, they'll be more likely to stay with you.

39.Get involved in the community

Make sure you're involved in your community. This way, you can build relationships with local businesses and individuals. If you're active in your community, your clients will be more likely to stay with you.


40.Train Your Employees to Be Client-Oriented

Make sure your employees are trained to be client-oriented. This means they should be friendly, helpful, and knowledgeable about your products and services. If your employees are able to provide a good experience to your clients, they'll be more likely to stay with you.


41.Focus on Quality

Make sure you're focusing on quality. This means providing a high-quality product or service that meets your clients' needs. If you're able to deliver a quality product or service, your clients will be more likely to stay with you.


42.Follow Up With Your Clients

Make sure you're following up with your clients. This could include things like sending them a thank-you note or calling them to check in. If you follow up with your clients, they'll be more likely to stay with you.


43.Get Feedback From Your Clients

Make sure you're getting feedback from your clients. This could include things like surveys or focus groups. If you get feedback from your clients, you'll be able to make changes that will keep them happy.


44. Go above and beyond.

Whenever possible, go above and beyond for your clients. If you can save them time or money, they'll definitely appreciate it. This extra effort will make them more likely to stick with you in the future.

This blog post was brought to you by Jonathan Almawi, a website design and SEO agency located in Chicago, Illinois. For more information on making your website get attention by potential clients & improve your local visibility online, book a free Strategy Call by clicking here

Please like and share if you found this article useful, thank you!

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Yours Truly,

~ Jonathan Almawi


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Have you ever had a client who was unhappy with the service they received from your business? If so, then this article is for YOU. In order to keep clients happy and coming back again in future--there are some tips on how best can do just that!
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Jonathan Almawi

Helping local business to improve their online presence on the internet. I want to help business to reach their potential by improving site functionality and accessibility to better outreach to their potential customers.

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