How Long Can You Keep a Client?

Clients say: Not as long as you think.

If you’re a finance manager on the client side, what do you say?

by Rick Telberg

Are most CPAs fooling themselves?

If you ask a CPA, as CPA Trendlines has been doing since 2006, how long they typically keep a client, you’ll get a fairly consistent answer through the years.

If you ask a client how long they’ve worked with their current CPA firm, you’ll also get a fairly consistent answer.

The problem is: The CPA and the client disagree.