marketing & sales

six ways to expand your client services checklist

it’s key to client retention.

by august j. aquila
price it right: how to value accounting services

let’s explore ways to provide additional services to existing clients. here is a short checklist that will help you obtain additional services for your clients.

more: client acquisition never stops | make sure you know what you will get from your marketing | three pillars support a successful accounting firm | clients have six reasons for needing you | six ways to market your technology consulting practice | sixteen marketing activities to try | the four steps of your personal marketing process | how does your firm measure up? | six questions before asking for all the referrals you deserve
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  1. other than accounting and tax services, what additional services do you provide to this client? create a spreadsheet listing the type of service, the fees, the year of service, the engagement leader and the client’s satisfaction on a scale of 1 to 5. if your list of additional services is lengthy, you are providing good service to the client. if it is short, continue to the following questions.