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EPISODE · Mar 4, 2021 · 37 MIN

Top Ways Bookkeepers Can Retain Clients

from The Bookkeepers' Voice · host Amy Hooke

In this new, insightful episode of The Bookkeepers' Voice, Angie Martin talks through the Top 5 Ways Bookkeepers Can Retain Clients and WHY retention is more important than ever. In 2021 we are seeing a MASSIVE transition from bookkeepers who have traditionally worked face to face with clients, move their services online. This new 'Virtual' way of working is certainly exciting, however it can sometimes throw challenges when it comes to client retention. Key Takeaways: "Retentions is earned" "Empathy needs to go both ways" "Play the long game" Useful Links: 10 Tips for Building Strong Bookkeeping Relationships  Episode 93 Bookkeeping Business Stress Test Guide to Digital Presence Onboarding Workflow Infographic See omnystudio.com/listener for privacy information.

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Angie Martin talks through the Top 5 Ways Bookkeepers Can Retain Clients and WHY retention is more important than ever.

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Top Ways Bookkeepers Can Retain Clients

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