Notes from Chris

Episode 2170

Today we’re going to hear from a CPA in the midwest who wants to focus on retaining clients. This is such an important topic—probably 9 out of 10 questions I get from existing business owners are all about how to find new customers, make more sales, and so on.

But if there’s a hole in your bucket—i.e. you don’t retain customers well—it’s all for nothing. I really respect people who have their eyes on sustainability.

So, what can we do for Jim?

"Hi, this is Jim Buttenfield from Kansas City, Missouri. I'm a CPA and have built a small but loyal group of clients over the past two years since leaving my job as a cost accountant for a big company.

I love working for myself and would like to have a few more consistent clients, but rather than focus on growth, I want to make sure I keep the clients I have. Most of them are small business owners, and they keep me pretty busy.

Most retention advice I've seen includes recommendations like "Send them cookies during the holidays." I have no objection to cookies—but I tend to think the valuable work I do for them is a lot more, well, valuable.

So aside from bribing my clients to stick around, do you have any other advice?"

Listen to today's episode to learn more...

 

---

  SEE ALSO:

• Catholic Designer Creates Stylish Apparel Line: What shall it profit a man to gain the whole world but not sell any t-shirts? This designer cast his bread upon the waters and ended up with a profitable fashion line.
• Seattle Couple Creates New “Income LiveStream”: When a married couple runs into logistical problems at their wedding, it leads to an innovative service that other engaged couples need during the pandemic.
• Role-Playing Pastor Rolls The Dice On $2800/Month Hustle: Listener success story! This Presbyterian minister turns to his lifelong interest in role-playing games to set up a sustainable second income source.

Inspiration is good; inspiration combined with action is better. Now get back to work!

Yours in the revolution,

---

Download Episodes By Months:

Season 8 (2024): JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC |

Season 7 (2023): JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC |

Season 6 (2022): JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC |

Season 5 (2021): JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC |

Season 4 (2020): JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC |

Season 3 (2019): JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC |

Season 2 (2018): JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC |

Season 1 (2017): JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC |