24 March 2025
Retaining clients: show you CARE.
Accountants have a distinct advantage over many other professionals. Your clients need your help regularly at least annually—often more. This repeat engagement gives you a natural opportunity to build strong long-lasting relationships.
However it can also lead to complacency. Many assume silence means satisfaction. It doesn’t. Clients rarely complain; they just leave.
So what really keeps clients loyal? It’s not just low fees or flawless work. The key is showing that you care.
Use my CARE framework as a reminder of what matters here:
- C – Credibility: Clients trust you when they believe in your expertise. Be honest explain things clearly and avoid empty promises. If unsure say “I’ll check and get back to you.” Trust is built on transparency.
- A – Appearance: Impressions matter. Ensure your emails reports and marketing materials are professional. A polished approach helps...
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