8 Warning Signs You're Taking a Client for Granted

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Not every client wants to continue working with you, particularly if their situation is simple, they may be better off filing through a mass market tax preparation service or filing for free through the IRS Free File service.

Yet, there are some clients who really need your help and may be thinking of leaving. 

As a local accountant, you help individuals and business owners file taxes, provide bookkeeping services and submit government forms. You are good, but when things are going smoothly, clients often think:  “You don’t need much skill to do it.”  

How Do You Know When Someone Is Unhappy?

Client dissatisfaction has been addressed before in “Early Warning Signs You are Losing a Client”. Unlike working in corporate America where disappointing employees are put on probation, your personal clients often vote with their feet.  

Keeping clients happy is difficult when you only speak in January or February when it’s time to prepare their personal tax returns. Here are several scenarios when you realize a relationship is at risk:

  1. Client Request for Proposals – Your business client puts out an RFP for your services.  Although this might be standard procedure for all services they buy (you might have even recommended the policy) this delivers the message they are open to other offers.
  2. Ignoring Your Calls – Suddenly you can’t reach them.  Since the tax filing services you provide are time sensitive, this implies they have already taken their business elsewhere.
  3. Very Calm, Very Vague – They have decided to go in another direction, but they haven’t figured out how to tell you yet.

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About Bryce Sanders

Bryce Sanders

Bryce Sanders is president of Perceptive Business Solutions Inc. in New Hope, Pennsylvania. He provides high-net-worth client acquisition training for the financial services industry. His book, Captivating the Wealthy Investor, can be found on Amazon.com.


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