10 ways to protect your best clients from your competitors

two businessmen shaking hands in front of tall office buildingsdo they know how valuable they are … and why?

by ira rosenbloom

in every market, cpa firms have a wish list of clients they would like to have. clients will change accountants for all kinds of reasons. some changes are natural, like new decision makers, new owners and new lenders. others change because of service.

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to keep your competitors from poaching your business, remember to always treat your best clients as your best clients! here are 10 recommendations to keep in mind.