10 Do’s and Don’ts for Making Small Business Clients Happy

Ed Mendlowitz CPA The Practice Doctor Q and ABy Ed Mendlowitz
The CPA Trendlines Practice Doctor

QUESTION: Most of my clients are either tax returns or small business clients. The number of individual tax returns grows each year, but I seem to be standing still with business clients. For every new one I get, I lose one. Otherwise, I have about a 6 or 7 percent turnover. Is there anything I can do to keep them?

RESPONSE: I think small business clients need extra hand-holding from us because they are really alone.