Keep Your Clients Coming Back for More!

Today we feature an article on 10 signs that your client might be planning on switching to a new accountant. Some of these signs are the regular suspects - the client focuses on how much you charge instead of what type of service you give, the client seems disinterested when you converse, appointments are rescheduled instead of anticipated. But let's talk about the flip side - best practices for keeping your clients.

There are some basic procedures you can follow that will keep your clients happy. Stay in touch - don't wait for the annual meeting, drop clients a personal note from time to time, schedule an office tour, offer a mid-year planning meeting. Tell clients about something happening in the news that might affect them. Remind clients of other services that you offer. My best advice - take some time to think about the type of accounting service that would make you feel like you would never want to change accountants, and give that same attention to your clients. Make this a lunch topic with your colleagues and see if you can come up with some innovative ideas for building stronger bonds with your clients.


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Caleb Newquist is the Editor-in-Chief of Sift Media US, overseeing content for both AccountingWEB and Going Concern.

Prior to this role, Caleb served as the editor of Going Concern since its founding in 2009. During his time as editor, Going Concern quickly became one of the most popular and talked about websites in the accounting profession. He has been named one of Accounting Today's Top 100 Most Influential People every year since 2011 and has been published on numerous websites, including Above the Law, Deadspin, Denver Business Journal, and the Huffington Post.

Caleb is an adjunct professor of journalism the Community College of Denver in Denver, Colorado, where he teaches Internet Media.

Prior to falling bass ackwards into the media business, Caleb spent over five years working in public accounting, with more than three of those years at KPMG. Caleb received a Master of Science in Accounting from Colorado State University and a Bachelor of Science in Business Administration from the University of Nebraska at Kearney.

Caleb spends a lot of time on a bicycle and reading, but never at the same time.

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