{"id":18143,"date":"2019-12-23T08:00:23","date_gmt":"2019-12-23T14:00:23","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=18143"},"modified":"2020-03-09T22:11:35","modified_gmt":"2020-03-10T03:11:35","slug":"creative-ways-to-keep-clients-forever","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/creative-ways-to-keep-clients-forever\/","title":{"rendered":"Creative Ways to Keep Clients FOREVER"},"content":{"rendered":"<p>Do you sleep well at night knowing your clients are raving fans, or do you toss and turn wondering if you\u2019ll lose the big fish to your competitors?<\/p>\n<p>I had plenty of sleepless nights running a traditional tax practice for half a decade. In fact, I wasn\u2019t sleeping at all during busy season. There was no time to focus on <a href=\"http:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/using-your-tax-blog-for-recruitment-and-retention\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\" data-wa-link=\"body_tpc-taxblogforrecruitment\">client retention<\/a>, let alone be creative! Fortunately, passion and purpose aligned for <a href=\"https:\/\/www.meyertax.com\/\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\" data-wa-link=\"body_meyertax\" target=\"_blank\">Meyer Tax Consulting<\/a> over the past few years when I converted to <a href=\"http:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/7-steps-to-transition-your-firm-to-value-pricing\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\" data-wa-link=\"body_tpc-7tovaluepricing\">value pricing<\/a> on tax strategies and kept less than 100 clients, all of whom I adored. At that point, it became fun to go the extra mile.<\/p>\n<p>Using the Acronym FOREVER, here are the lessons I\u2019ve learned:<\/p>\n<p><span style=\"text-decoration: underline;\"><b>F<\/b><\/span><b>it.<\/b> One size does not fit all in tax and accounting, and everybody is not for everybody. You have to serve the right kind of client. This will constantly evolve, but choose a lane before you get taken out. That client is a high-net-worth executive for me, but it may be farmers for your firm.<\/p>\n<p>Evaluate your client list annually to look at the top clients that provide the most value, but also identify the bottom ones that are not profitable or the right fit. Identify the ones you love working with and why you like working with them, and make sure your best practices revolve around what you want. This is what I did in 2016 when I converted my firm from hourly to value pricing, and the results were incredibly positive.<\/p>\n<p>Now, take this exercise a step further, so instead of just defining your ideal client, define their ideal persona. Just like I interview a new staff member to be hungry, humble and smart, I interview a potential client to be respectful, kind and tech savvy. It doesn\u2019t have quite the same ring, but these have become nonnegotiable traits.<\/p>\n<p><span style=\"text-decoration: underline;\"><b>O<\/b><\/span><b>utstanding.<\/b> Identify your competitive advantages as a firm; my business coach,\u00a0<a href=\"https:\/\/www.theconciergecpa.com\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\" data-wa-link=\"body_theconciergecpa\" target=\"_blank\">Chuck Bauer<\/a>, helped me realize how to differentiate myself from other firms. For example, we offer 24\/7 emergency access, tax strategies, and <a href=\"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/using-video-to-train-clients-on-tax-reform\/\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\" data-wa-link=\"body_tpc-videotrainingclientstaxreform\">video and recorded communication<\/a>. We also help manage our clients\u2019 entire estate and financial teams, use an urgency system to prioritize work turnaround, and offer a pickup\/scanning\/delivery service. Make a list of what makes you different and unique \u2013 even the small things add up. If you aren\u2019t sure, ask your clients what they appreciate about you. Get <a href=\"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/5-ways-to-ask-your-clients-for-feedback\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\" data-wa-link=\"body_tpc-askclientfeedback\">feedback<\/a> and adapt to it.<\/p>\n<p><span style=\"text-decoration: underline;\"><b>R<\/b><\/span><b>esource.<\/b> Be accountable to your clients. Have someone at your firm assigned and dedicated to their needs. As president and founder, I had to let go of being the client manager for every relationship. Now, each of my tax staff, who are called &#8220;project managers,&#8221; has their assigned clients for day-to-day interaction. Set a standard turnaround time your staff is expected to acknowledge calls or emails from a client, and make it a <a href=\"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/staff-performance-metrics-in-a-small-accounting-firm\/\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\" data-wa-link=\"body_tpc-staffperformmetricssmallacctfirm\">key performance indicator<\/a> to measure.<\/p>\n<p><span style=\"text-decoration: underline;\"><b>E<\/b><\/span><b>mpathetic.<\/b> Taxes are scary, y\u2019all! As tax accountants, we become immune from that hair-on-fire feeling when an IRS letter arrives, but the clients may not be trained to, yet. Put yourself in their shoes and support them through every season of life. Celebrate their new baby, send sorrowful condolences when a parent dies, work through their fears by training them to understand there are not many true emergencies in tax and accounting, mail them handwritten notes, and say happy birthday.<\/p>\n<p><span style=\"text-decoration: underline;\"><b>V<\/b><\/span><b>aluable.<\/b> Can you show your client their <a href=\"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/how-to-explain-a-pricing-increase-to-your-clients-roi-case-study-for-tax-professionals\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\" data-wa-link=\"body_tpc-ROIcasestudy\">return on investment<\/a> in you and your firm? The concept of value pricing has become so convoluted in our profession that we need to take a step back and refocus on the numbers. When developing tax strategies, outsourced CFO work or any consultative service, you can easily estimate a cash value for that service. Meyer Tax won\u2019t even work with a client if we can\u2019t find at least 200 percent ROI in our cost. We show that ROI up front, point it out during work and review it year to year. It\u2019s too costly to waste each other\u2019s time.<\/p>\n<p><span style=\"text-decoration: underline;\"><b>E<\/b><\/span><b>ngaging.<\/b> For heaven&#8217;s sake, be someone the client wants to be around. There\u2019s a time for feelings, including frustration, but it\u2019s not in a client meeting. I am an extreme introvert, but I have an innate passion for tax strategies and coaching, so I can turn on the passion in just a moment. I add joyfulness on top of that. Figure out a way to connect positively with your clients and staff. When you come across an article that\u2019s helpful, whether it\u2019s about airplanes, rock climbing or coffee, send it to your clients with no expectations in return. Send their new puppy a note and bone, congratulating them on a wonderful choice of parents.<\/p>\n<p><span style=\"text-decoration: underline;\"><b>R<\/b><\/span><b>evolutionary.<\/b> Michael McQueen said it well at <a href=\"https:\/\/www.quickbooksconnect.com\/\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\" data-wa-link=\"body_quickbooksconnect\" target=\"_blank\">QuickBooks Connect<\/a> 2019: \u201cThink revolution, not evolution. There\u2019s a place for that, but it ain\u2019t gonna cut it.\u201d I\u2019ve noticed that key changes in firms tend to happen every three years. We go through cycles of growth, change and loss. Unfortunately, most small firms don\u2019t have support during these times and end up winging it or even throwing in the towel. Having a business coach and <a href=\"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/mentorship-guidance-you-can-use-in-your-tax-practice\/\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\" data-wa-link=\"body_tpc-mentoringguideuseintaxpractice\">mentor<\/a> changed my life so much that I became one! A coach forces you to constantly reevaluate your processes and holds you accountable for positive change.<\/p>\n<p>If you think I\u2019m insane for proposing you have the time to do <em>any<\/em> FOREVER item, then it\u2019s time to take a good hard look at your firm, health and life, sit down with a coach or mentor, and start the revolution.<\/p>\n<p><b>Editor\u2019s note:<\/b> <a href=\"https:\/\/nationaldaycalendar.com\/national-thank-you-note-day-december-26\/\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\" data-wa-link=\"body_nationalcalendarday-thankyounoteday\" target=\"_blank\">National Thank You Note Day<\/a> is Dec. 26. How do you thank your clients, employees and associates? Leave us a comment below!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>One of the keys to a successful tax practice is client retention, so how do you keep clients? Here are some practical, timely tips from Jackie Meyer, CPA, CTC. <\/p>\n","protected":false},"author":107199867,"featured_media":3662,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rkv_browse_by_id":0,"rkv_cta_id":0,"rkv_optimize_for_pagespeed":false,"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"useModifiedDate":false,"customPublishDate":"","_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false},"categories":[561584],"tags":[],"intuit_collection":[],"intuit_series":[],"coauthors":[509474179],"class_list":["post-18143","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-client-relationships"],"header_image":"","yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.3 (Yoast SEO v27.3) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Creative Ways to Keep Clients FOREVER - Tax Pro Center | Intuit<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/creative-ways-to-keep-clients-forever\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Creative Ways to Keep Clients FOREVER - Tax Pro Center | Intuit\" \/>\n<meta property=\"og:description\" content=\"One of the keys to a successful tax practice is client retention, so how do you keep clients? Here are some practical, timely tips from Jackie Meyer, CPA, CTC.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/taxprocenter.proconnect.intuit.com\/client-relationships\/creative-ways-to-keep-clients-forever\/\" \/>\n<meta property=\"og:site_name\" content=\"Tax Pro Center | Intuit\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/IntuitAccountants\" \/>\n<meta property=\"article:published_time\" content=\"2019-12-23T14:00:23+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2020-03-10T03:11:35+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/08\/client-reviews-e1508456855193.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"700\" \/>\n\t<meta property=\"og:image:height\" content=\"399\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Jackie Meyer, CPA, CTC\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@IntuitAccts\" \/>\n<meta name=\"twitter:site\" content=\"@IntuitAccts\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Jackie Meyer, CPA, CTC\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/client-relationships\\\/creative-ways-to-keep-clients-forever\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/client-relationships\\\/creative-ways-to-keep-clients-forever\\\/\"},\"author\":{\"name\":\"Jackie Meyer, CPA, CTC\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/person\\\/ade57b3fa8b344119610d6378b6a1800\"},\"headline\":\"Creative Ways to Keep Clients FOREVER\",\"datePublished\":\"2019-12-23T14:00:23+00:00\",\"dateModified\":\"2020-03-10T03:11:35+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/client-relationships\\\/creative-ways-to-keep-clients-forever\\\/\"},\"wordCount\":981,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/client-relationships\\\/creative-ways-to-keep-clients-forever\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/wp-content\\\/uploads\\\/2016\\\/08\\\/client-reviews-e1508456855193.jpg\",\"articleSection\":[\"Client Relationships\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/client-relationships\\\/creative-ways-to-keep-clients-forever\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/client-relationships\\\/creative-ways-to-keep-clients-forever\\\/\",\"url\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/client-relationships\\\/creative-ways-to-keep-clients-forever\\\/\",\"name\":\"Creative Ways to Keep Clients FOREVER - Tax Pro Center | Intuit\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/client-relationships\\\/creative-ways-to-keep-clients-forever\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/client-relationships\\\/creative-ways-to-keep-clients-forever\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/wp-content\\\/uploads\\\/2016\\\/08\\\/client-reviews-e1508456855193.jpg\",\"datePublished\":\"2019-12-23T14:00:23+00:00\",\"dateModified\":\"2020-03-10T03:11:35+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/client-relationships\\\/creative-ways-to-keep-clients-forever\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/client-relationships\\\/creative-ways-to-keep-clients-forever\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/client-relationships\\\/creative-ways-to-keep-clients-forever\\\/#primaryimage\",\"url\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/wp-content\\\/uploads\\\/2016\\\/08\\\/client-reviews-e1508456855193.jpg\",\"contentUrl\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/wp-content\\\/uploads\\\/2016\\\/08\\\/client-reviews-e1508456855193.jpg\",\"width\":700,\"height\":399,\"caption\":\"Unhappy and Happy Smileys on Screen\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/client-relationships\\\/creative-ways-to-keep-clients-forever\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Creative Ways to Keep Clients FOREVER\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#website\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\",\"name\":\"Tax Pro Center | Intuit\",\"description\":\"Tax Pro Center\",\"publisher\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\",\"name\":\"Tax Pro Center | Intuit\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/wp-content\\\/uploads\\\/2022\\\/10\\\/Tax_Pro_Center_Logo_Final_large.webp\",\"contentUrl\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/wp-content\\\/uploads\\\/2022\\\/10\\\/Tax_Pro_Center_Logo_Final_large.webp\",\"width\":872,\"height\":160,\"caption\":\"Tax Pro Center | Intuit\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"sameAs\":[\"https:\\\/\\\/www.facebook.com\\\/IntuitAccountants\",\"https:\\\/\\\/x.com\\\/IntuitAccts\",\"https:\\\/\\\/www.instagram.com\\\/intuitaccountants\\\/?hl=en\",\"https:\\\/\\\/www.linkedin.com\\\/company\\\/intuit-accountants\\\/\"]},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/person\\\/ade57b3fa8b344119610d6378b6a1800\",\"name\":\"Jackie Meyer, CPA, CTC\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/550c09816a764b9090e7586f62e830eeaa813251d25ce6226ba43c36c15eb24d?s=96&d=identicon&r=g\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/550c09816a764b9090e7586f62e830eeaa813251d25ce6226ba43c36c15eb24d?s=96&d=identicon&r=g\",\"contentUrl\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/550c09816a764b9090e7586f62e830eeaa813251d25ce6226ba43c36c15eb24d?s=96&d=identicon&r=g\",\"caption\":\"Jackie Meyer, CPA, CTC\"},\"description\":\"Jackie Meyer, CPA, CTC, is president and founder of Meyer Tax Consulting, LLC, in Southlake, Texas. Her team works with executives on strategic tax planning while also consulting on industry best practices as a speaker and thought leader.\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/author\\\/taxpro43\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Creative Ways to Keep Clients FOREVER - Tax Pro Center | Intuit","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/creative-ways-to-keep-clients-forever\/","og_locale":"en_US","og_type":"article","og_title":"Creative Ways to Keep Clients FOREVER - Tax Pro Center | Intuit","og_description":"One of the keys to a successful tax practice is client retention, so how do you keep clients? Here are some practical, timely tips from Jackie Meyer, CPA, CTC.","og_url":"https:\/\/taxprocenter.proconnect.intuit.com\/client-relationships\/creative-ways-to-keep-clients-forever\/","og_site_name":"Tax Pro Center | Intuit","article_publisher":"https:\/\/www.facebook.com\/IntuitAccountants","article_published_time":"2019-12-23T14:00:23+00:00","article_modified_time":"2020-03-10T03:11:35+00:00","og_image":[{"width":700,"height":399,"url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/08\/client-reviews-e1508456855193.jpg","type":"image\/jpeg"}],"author":"Jackie Meyer, CPA, CTC","twitter_card":"summary_large_image","twitter_creator":"@IntuitAccts","twitter_site":"@IntuitAccts","twitter_misc":{"Written by":"Jackie Meyer, CPA, CTC","Est. reading time":"5 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/taxprocenter.proconnect.intuit.com\/client-relationships\/creative-ways-to-keep-clients-forever\/#article","isPartOf":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/client-relationships\/creative-ways-to-keep-clients-forever\/"},"author":{"name":"Jackie Meyer, CPA, CTC","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/ade57b3fa8b344119610d6378b6a1800"},"headline":"Creative Ways to Keep Clients FOREVER","datePublished":"2019-12-23T14:00:23+00:00","dateModified":"2020-03-10T03:11:35+00:00","mainEntityOfPage":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/client-relationships\/creative-ways-to-keep-clients-forever\/"},"wordCount":981,"commentCount":0,"publisher":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization"},"image":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/client-relationships\/creative-ways-to-keep-clients-forever\/#primaryimage"},"thumbnailUrl":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/08\/client-reviews-e1508456855193.jpg","articleSection":["Client Relationships"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/taxprocenter.proconnect.intuit.com\/client-relationships\/creative-ways-to-keep-clients-forever\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/taxprocenter.proconnect.intuit.com\/client-relationships\/creative-ways-to-keep-clients-forever\/","url":"https:\/\/taxprocenter.proconnect.intuit.com\/client-relationships\/creative-ways-to-keep-clients-forever\/","name":"Creative Ways to Keep Clients FOREVER - Tax Pro Center | Intuit","isPartOf":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#website"},"primaryImageOfPage":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/client-relationships\/creative-ways-to-keep-clients-forever\/#primaryimage"},"image":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/client-relationships\/creative-ways-to-keep-clients-forever\/#primaryimage"},"thumbnailUrl":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/08\/client-reviews-e1508456855193.jpg","datePublished":"2019-12-23T14:00:23+00:00","dateModified":"2020-03-10T03:11:35+00:00","breadcrumb":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/client-relationships\/creative-ways-to-keep-clients-forever\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/taxprocenter.proconnect.intuit.com\/client-relationships\/creative-ways-to-keep-clients-forever\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/taxprocenter.proconnect.intuit.com\/client-relationships\/creative-ways-to-keep-clients-forever\/#primaryimage","url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/08\/client-reviews-e1508456855193.jpg","contentUrl":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/08\/client-reviews-e1508456855193.jpg","width":700,"height":399,"caption":"Unhappy and Happy Smileys on Screen"},{"@type":"BreadcrumbList","@id":"https:\/\/taxprocenter.proconnect.intuit.com\/client-relationships\/creative-ways-to-keep-clients-forever\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/taxprocenter.proconnect.intuit.com\/"},{"@type":"ListItem","position":2,"name":"Creative Ways to Keep Clients FOREVER"}]},{"@type":"WebSite","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#website","url":"https:\/\/accountants.intuit.com\/taxprocenter\/","name":"Tax Pro Center | Intuit","description":"Tax Pro Center","publisher":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/accountants.intuit.com\/taxprocenter\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization","name":"Tax Pro Center | Intuit","url":"https:\/\/accountants.intuit.com\/taxprocenter\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/logo\/image\/","url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/10\/Tax_Pro_Center_Logo_Final_large.webp","contentUrl":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/10\/Tax_Pro_Center_Logo_Final_large.webp","width":872,"height":160,"caption":"Tax Pro Center | Intuit"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/IntuitAccountants","https:\/\/x.com\/IntuitAccts","https:\/\/www.instagram.com\/intuitaccountants\/?hl=en","https:\/\/www.linkedin.com\/company\/intuit-accountants\/"]},{"@type":"Person","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/ade57b3fa8b344119610d6378b6a1800","name":"Jackie Meyer, CPA, CTC","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/550c09816a764b9090e7586f62e830eeaa813251d25ce6226ba43c36c15eb24d?s=96&d=identicon&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/550c09816a764b9090e7586f62e830eeaa813251d25ce6226ba43c36c15eb24d?s=96&d=identicon&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/550c09816a764b9090e7586f62e830eeaa813251d25ce6226ba43c36c15eb24d?s=96&d=identicon&r=g","caption":"Jackie Meyer, CPA, CTC"},"description":"Jackie Meyer, CPA, CTC, is president and founder of Meyer Tax Consulting, LLC, in Southlake, Texas. Her team works with executives on strategic tax planning while also consulting on industry best practices as a speaker and thought leader.","url":"https:\/\/accountants.intuit.com\/taxprocenter\/author\/taxpro43\/"}]}},"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/08\/client-reviews-e1508456855193.jpg","jetpack_shortlink":"https:\/\/wp.me\/pazjGh-4ID","jetpack-related-posts":[{"id":10115,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/gettoknowyourcustomersday-oct-19-2017\/","url_meta":{"origin":18143,"position":0},"title":"#GetToKnowYourCustomersDay: Oct. 19, 2017","author":"Scott Cytron","date":"October 18, 2017","format":false,"excerpt":"Focus on improving relationships with your tax and accounting clients for long-term retention and increased referrals.","rel":"","context":"In &quot;Client Relationships&quot;","block_context":{"text":"Client Relationships","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/client-relationships\/"},"img":{"alt_text":"tax professional with clients","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/09\/tax-professional-with-clients-e1535552307798.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/09\/tax-professional-with-clients-e1535552307798.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/09\/tax-professional-with-clients-e1535552307798.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":3328,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/intuit-proconnect-tax-online-customer-showcase-jackie-meyer\/","url_meta":{"origin":18143,"position":1},"title":"Intuit\u00ae ProConnect\u2122 Tax Online Customer Showcase: Jackie Meyer","author":"Amber Zable","date":"August 8, 2016","format":"video","excerpt":"Hear why Jackie Meyer chose Intuit\u00ae ProConnect\u2122 Tax Online, as well as how it helps her grow her practice and better serve her clients. https:\/\/youtu.be\/L9KmF1QEA78","rel":"","context":"In &quot;Practice Management&quot;","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"Jackie Meyer, CPA","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/08\/jackiemeyer-e1508456657883.jpeg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/08\/jackiemeyer-e1508456657883.jpeg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/08\/jackiemeyer-e1508456657883.jpeg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":5470,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/irs-guidelines-on-retention-of-tax-records\/","url_meta":{"origin":18143,"position":2},"title":"IRS Guidelines on Retention of Tax Records","author":"Intuit Accountants Team","date":"December 9, 2016","format":false,"excerpt":"The end of the year is a good time to help your clients determine what records they need to keep from previous years, and what they need to produce for tax year 2016. As part of its tax preparedness series, the IRS recently issued one of its bulletins, \u201cTax Records\u2026","rel":"","context":"In &quot;Practice Management&quot;","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"U.S. Income Tax Return forms","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/10\/forms1-e1556738932627.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/10\/forms1-e1556738932627.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/10\/forms1-e1556738932627.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":6887,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/a-year-in-the-life-of-a-tax-pro-meyer-tax-consulting-ramps-up-season\/","url_meta":{"origin":18143,"position":3},"title":"A Year in the Life of a Tax Pro: Meyer Tax Consulting Ramps up for Season","author":"Patti Newcomer","date":"November 2, 2017","format":"video","excerpt":"Patti Newcomer, VP of Marketing and Analytics for Intuit ProConnect, interviews Jackie Meyer, CPA, about how she gets ready for tax season, including reviewing systems, technology and staffing.","rel":"","context":"In &quot;Practice Management&quot;","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"Jackie Meyer, CPA, Meyer Tax Consulting","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/02\/jackie-meyer4-e1508458418584.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/02\/jackie-meyer4-e1508458418584.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/02\/jackie-meyer4-e1508458418584.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/02\/jackie-meyer4-e1508458418584.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":11306,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/apps-that-can-help-you-get-through-tax-season\/","url_meta":{"origin":18143,"position":4},"title":"Apps That Can Help You Get Through Tax Season","author":"Intuit Accountants Team","date":"January 4, 2018","format":false,"excerpt":"Tax professionals share their favorite apps that help them have a smoother, more efficient tax season.","rel":"","context":"In &quot;Practice Management&quot;","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"apps for tax professionals","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/12\/apps-e1535554079332.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/12\/apps-e1535554079332.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/12\/apps-e1535554079332.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":5498,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/intuit-proconnect-tax-online-customer-profile-jackie-meyer\/","url_meta":{"origin":18143,"position":5},"title":"Intuit\u00ae ProConnect\u2122 Tax Online Customer Profile: Jackie Meyer","author":"Farhad Rizvi","date":"December 21, 2016","format":false,"excerpt":"Meet Jackie Meyer, CPA, owner of Meyer Tax Consulting, LLC, in Southlake, Texas (a suburb of Dallas). Here\u2019s a snapshot of Jackie\u2019s practice: By the Numbers: Intuit\u00ae ProConnect\u2122 Tax Online\u00a0customer since: 2012 Employees: 5 Returns per year: 150 Started practice: 2010 Expertise: Executives, including small business owners or CEOs of\u2026","rel":"","context":"In &quot;Practice Management&quot;","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/12\/jackie-meyer.jpg?resize=350%2C200&ssl=1","width":350,"height":200},"classes":[]}],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/18143","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/users\/107199867"}],"replies":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/comments?post=18143"}],"version-history":[{"count":11,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/18143\/revisions"}],"predecessor-version":[{"id":19031,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/18143\/revisions\/19031"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media\/3662"}],"wp:attachment":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media?parent=18143"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/categories?post=18143"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/tags?post=18143"},{"taxonomy":"intuit_collection","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_collection?post=18143"},{"taxonomy":"intuit_series","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_series?post=18143"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/coauthors?post=18143"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}