The Bookkeepers' Voice

Top Ways Bookkeepers Can Retain Clients


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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:

  1. "Retentions is earned"
  2. "Empathy needs to go both ways"
  3. "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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The Bookkeepers' VoiceBy Amy Hooke

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