Client Retention with Joe Woodard

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Show Summary

Welcome to Episode 34 of Grow My Accounting Practice! Today Joe Woodard shares the critical concepts behind client retention. Shockingly, introducing your clients to each other may be one of the best ways of retaining your clients; but educating them, as well as regularly introducing new concepts and ideas to them are also important. Most importantly, Joe also talks about the critical elements of client retention: frequency of content, being a Paraclete, being passionate about your customers, being consistent with them, and using measurement as a key way to assure your engagement with your client is a successful one.

Our Guest

As an author, consultant, Intuit contractor and national speaker, Joe has trained over 75,000 accounting professionals in areas of practice development, changing technology trends, and how to maximize the use of QuickBooks in their accounting practices. Joe regularly publishes articles for Intuit publications and for Insightful Accountant, and Joe has been featured repeatedly in Accounting Today and AccountingWEB in both articles and in video interviews. Joe is the CEO of the Woodard Companies, which include: Woodard Events, Woodard Consulting, Woodard Network and Insightful Accountant. In 2012, 2014 and 2015, Joe was recognized by Accounting Today as one of the Top 100 Influencers within the Accounting Profession. In 2008, Joe was recognized by CPA Practice Advisor as one of the top 40 up and coming thought leaders under the age of 40.