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:
"Retentions is earned"
"Empathy needs to go both ways"
"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

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:
<ol>
<li>"Retentions is earned"</li>
<li>"Empathy needs to go both ways"</li>
<li>"Play the long game"</li>
</ol>
Useful Links:
<ul>
<li><a href="https://thesavvybookkeeper.com.au/new-client-onboarding-process/">10 Tips for Building Strong Bookkeeping Relationships</a>&nbsp;</li>
<li><a href="https://thesavvybookkeeper.com.au/Podcast/10-tips-to-building-great-bookkeeping-relationships-through-client-onboarding/">Episode 93</a></li>
<li><a href="https://thesavvybookkeeper.com.au/business-stress-test/">Bookkeeping Business Stress Test</a></li>
<li><a href="https://thesavvybookkeeper.com.au/create-digital-presence-5-step-guide/">Guide to Digital Presence</a></li>
<li><a href="https://shop.thesavvybookkeeper.com.au/products/onboarding-workflow-infographic?_pos=1&amp;_sid=8a2070e51&amp;_ss=r">Onboarding Workflow Infographic</a></li>
</ul>

A podcast for bookkeepers wanting more profit, freedom and joy in business.

Get practical lessons, entertaining stories, and special guests plus bookkeeping, pricing and marketing-specific hints you won’t find anywhere else.

Tune into The Bookkeepers' Voice Podcast every Friday at 10 am AEDT/ST.

A podcast for bookkeepers wanting more profit, freedom and joy in business.
Get practical lessons, entertaining stories, and special guests plus bookkeeping, pricing and marketing-specific hints you won’t find anywhere else.
Tune into The Bookkeepers' Voice Podcast every Friday at 10 am AEDT/ST.

Business Management, Pricing, Marketing and Workflow for Bookkeepers

The Bookkeepers' Voice

Hey, I'm Amy Hooke. Welcome to my podcast.

Hey, I'm Amy Hooke. Welcome to my podcast.

Amy Hooke | Think, Laugh and Know You're Not Alone In Business

Angie Martin talks through the Top 5 Ways Bookkeepers Can Retain Clients and WHY retention is more important than ever.