{"id":90382,"date":"2021-10-29t20:00:02","date_gmt":"2021-10-30t00:00:02","guid":{"rendered":"\/\/www.g005e.com\/?p=90382"},"modified":"2022-12-22t00:42:32","modified_gmt":"2022-12-22t05:42:32","slug":"10-ways-to-protect-your-best-clients-from-your-competitors","status":"publish","type":"post","link":"\/\/www.g005e.com\/2021\/10\/29\/10-ways-to-protect-your-best-clients-from-your-competitors\/","title":{"rendered":"10 ways to protect your best clients from your competitors"},"content":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/businessmenshakinghands_dollarphotoclub_84755135.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-large wp-image-41905\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/businessmenshakinghands_dollarphotoclub_84755135-590x394.jpg\" alt=\"two businessmen shaking hands in front of tall office buildings\" width=\"424\" height=\"283\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/businessmenshakinghands_dollarphotoclub_84755135-590x394.jpg 590w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/businessmenshakinghands_dollarphotoclub_84755135.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/businessmenshakinghands_dollarphotoclub_84755135.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/businessmenshakinghands_dollarphotoclub_84755135-290x194.jpg 290w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/businessmenshakinghands_dollarphotoclub_84755135-190x127.jpg 190w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/businessmenshakinghands_dollarphotoclub_84755135.jpg 1600w\" sizes=\"auto, (max-width: 424px) 100vw, 424px\" \/><\/a>do they know how valuable they are &#8230; and why?<\/strong><\/p>\n<p><i>by ira rosenbloom<\/i><\/p>\n<p>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.<\/p>\n<blockquote><p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2021\/10\/08\/are-you-overthinking-an-ma-deal\/\">are you overthinking an m&amp;a deal?<\/a> | <a href=\"\/\/www.g005e.com\/2021\/08\/27\/how-to-put-the-success-in-succession\/\">how to put the \u2018success\u2019 in succession<\/a> | <a href=\"\/\/www.g005e.com\/2021\/08\/20\/how-covid-19-has-changed-succession-planning\/\">how covid-19 has changed succession planning<\/a> | <a href=\"\/\/www.g005e.com\/2021\/05\/11\/top-10-steps-to-maximizing-profitability\/\">top 10 steps to maximizing profitability<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2021\/10\/29\/10-ways-to-protect-your-best-clients-from-your-competitors\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p>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.<br \/>\n <a href=\"\/\/www.g005e.com\/2021\/10\/29\/10-ways-to-protect-your-best-clients-from-your-competitors\/#more-90382\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'><ul class=\"socialwrap row\"><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2021%2f10%2f29%2f10-ways-to-protect-your-best-clients-from-your-competitors%2f&amp;t=10+ways+to+protect+your+best+clients+from+your+competitors'  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  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href=\"mailto:?subject=cpa%20trendlines%20:%2010%20ways%20to%20protect%20your%20best%20clients%20from%20your%20competitors&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\r\n\r\n\r\n\r\n%20%20\/\/www.g005e.com\/2021\/10\/29\/10-ways-to-protect-your-best-clients-from-your-competitors\/\" title=\"email this: 10 ways to protect your best clients from your competitors \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li><\/ul><div class=\"clean\"><\/div> <\/div>","protected":false},"excerpt":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/businessmenshakinghands_dollarphotoclub_84755135.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-large wp-image-41905\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/businessmenshakinghands_dollarphotoclub_84755135-590x394.jpg\" alt=\"two businessmen shaking hands in front of tall office buildings\" width=\"424\" height=\"283\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/businessmenshakinghands_dollarphotoclub_84755135-590x394.jpg 590w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/businessmenshakinghands_dollarphotoclub_84755135.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/businessmenshakinghands_dollarphotoclub_84755135.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/businessmenshakinghands_dollarphotoclub_84755135-290x194.jpg 290w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/businessmenshakinghands_dollarphotoclub_84755135-190x127.jpg 190w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/businessmenshakinghands_dollarphotoclub_84755135.jpg 1600w\" sizes=\"auto, (max-width: 424px) 100vw, 424px\" \/><\/a>do they know how valuable they are &#8230; and why?<\/strong><\/p>\n<p><i>by ira rosenbloom<\/i><\/p>\n<p>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.<\/p>\n<blockquote>\n<p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2021\/10\/08\/are-you-overthinking-an-ma-deal\/\">are you overthinking an m&amp;a deal?<\/a> | <a href=\"\/\/www.g005e.com\/2021\/08\/27\/how-to-put-the-success-in-succession\/\">how to put the \u2018success\u2019 in succession<\/a> | <a href=\"\/\/www.g005e.com\/2021\/08\/20\/how-covid-19-has-changed-succession-planning\/\">how covid-19 has changed succession planning<\/a> | <a href=\"\/\/www.g005e.com\/2021\/05\/11\/top-10-steps-to-maximizing-profitability\/\">top 10 steps to maximizing profitability<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2021\/10\/29\/10-ways-to-protect-your-best-clients-from-your-competitors\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p>\n<\/blockquote>\n<p>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.<br \/>\n <a href=\"\/\/www.g005e.com\/2021\/10\/29\/10-ways-to-protect-your-best-clients-from-your-competitors\/#more-90382\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'>\n<ul class=\"socialwrap row\">\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2021%2f10%2f29%2f10-ways-to-protect-your-best-clients-from-your-competitors%2f&amp;t=10+ways+to+protect+your+best+clients+from+your+competitors'  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li>\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2021%2f10%2f29%2f10-ways-to-protect-your-best-clients-from-your-competitors%2f&amp;title=10+ways+to+protect+your+best+clients+from+your+competitors&amp;summary=do+they+know+how+valuable+they+are+...+and+why%3f%0d%0a%0d%0aby+ira+rosenbloom%0d%0a%0d%0ain+every+market%2c+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%2c+like+new+decision+makers%2c+new+owners+and+new+lenders.+others+change+because+of+servi'  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='linkedin'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-850px 0px'   \/> <span class=\"head\">share on linkedin<\/span><\/a><\/li>\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2021%2f10%2f29%2f10-ways-to-protect-your-best-clients-from-your-competitors%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li>\n<li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%2010%20ways%20to%20protect%20your%20best%20clients%20from%20your%20competitors&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\n\n\n\n%20%20\/\/www.g005e.com\/2021\/10\/29\/10-ways-to-protect-your-best-clients-from-your-competitors\/\" title=\"email this: 10 ways to protect your best clients from your competitors \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li>\n<\/ul>\n<div class=\"clean\"><\/div>\n<\/p>\n<\/div>\n","protected":false},"author":3507,"featured_media":87539,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[1905,1363,3120,3002],"tags":[],"class_list":["post-90382","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-clients-and-service","category-featured","category-pro-member-exclusive","category-special","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v21.5 - 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