Measure Client Retention … Against Yourself

Young businesswoman working on laptop computer with growth chart in backgroundLearn where you stand in 8 simple steps.

By Sandi Leyva

In order to find out whether client retention is improving, you need to compute a baseline rate.

MORE SMALL FIRM GROWTH STRATEGIES: Turn to the ABCs for Client Feedback | Use Feedback for Service Innovation | Create Your Marketing Plan | 3 Steps to Using Social Media to Increase Your Search Rankings | Six Concrete Ways to Help Business Clients Reach their Full Potential | Why Businesses Offer Subscriptions | Your Time Has No Inherent Value
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

You can easily do this by starting out with the Sales by Customer Summary in QuickBooks or a similar report in your accounting system.