{"id":52407,"date":"2017-07-14t05:01:05","date_gmt":"2017-07-14t09:01:05","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=52407"},"modified":"2018-09-30t23:26:38","modified_gmt":"2018-10-01t03:26:38","slug":"measure-client-retention","status":"publish","type":"post","link":"\/\/www.g005e.com\/2017\/07\/14\/measure-client-retention\/","title":{"rendered":"measure client retention … against yourself"},"content":{"rendered":"

\"young<\/a>learn where you stand in 8 simple steps.<\/strong><\/p>\n

by sandi leyva<\/i><\/p>\n

in order to find out whether client retention\u00a0is improving, you need to compute a baseline rate.<\/p>\n

more small firm growth strategies:<\/b> turn to the abcs for client feedback<\/a> | use feedback for service innovation<\/a> | create your marketing plan<\/a> | 3 steps to using social media to increase your search rankings<\/a> | six concrete ways to help business clients reach their full potential<\/a> | why businesses offer subscriptions<\/a> | your time has no inherent value<\/a>
\n\"goprocpa.com\"exclusively for pro members. <\/span><\/strong>log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n

you can easily do this by starting out with the sales by customer summary in quickbooks or a similar report in your accounting system.
\n<\/p>\n

    \n
  1. generate the report twice, once for your last full year and once for the year before.<\/li>\n
  2. drop the numbers into an excel spreadsheet so that the dollar figures are on the correct row for the customer and side by side in two columns.<\/li>\n
  3. fill in all the blanks with zeros.<\/li>\n
  4. delete all the rows that have zeros in the earliest year; these are new clients you didn\u2019t have the first year, so they won\u2019t count in your baseline rate.<\/li>\n
  5. count the number of remaining clients; this will be the number of clients you have in the earliest year.<\/li>\n
  6. count the number of zeroes in the second column.<\/li>\n
  7. compute: the number you got in #6 \/ the number you got in #7. this is your attrition rate.<\/li>\n
  8. subtract from 100 percent and this is your client retention<\/li>\n<\/ol>\n

    each year, calculate your retention\u00a0ratio to see whether you are improving or declining. you may want to analyze the reason why you are losing clients; you will be able to see exactly who you lost by seeing the zeros.<\/p>\n

    the lower your client retention\u00a0ratio is, the more you need to implement touch plans and surveys.<\/p>\n

    you might be asking what a good client retention\u00a0ratio is. it is different depending on the services you offer. a bookkeeper should have a very high retention ratio, followed by a tax preparer, and last, a quickbooks consultant who does installs or conversions.<\/p>\n

    it\u2019s also different depending on how many clients you have. having fewer clients, then having just one leave, can impact your numbers quite a bit more than if you have many clients with several leaving.<\/p>\n

    the best thing to do is keep score against yourself. unless your service mix changes, your ratio should improve from year to year.<\/p>\n","protected":false},"excerpt":{"rendered":"

    learn where you stand in 8 simple steps.<\/strong>
    \nby sandi leyva<\/em><\/p>\n","protected":false},"author":1345,"featured_media":47752,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_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":[3120,2295],"tags":[1056,6,114,822],"class_list":["post-52407","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-pro-member-exclusive","category-solo","tag-entrepreneur","tag-bsg-business-builder","tag-small-firm","tag-solo"],"acf":[],"yoast_head":"\nmeasure client retention ... against yourself - 卡塔尔世界杯常规比赛时间<\/title>\n<meta name=\"description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"\/\/www.g005e.com\/2017\/07\/14\/measure-client-retention\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"measure client retention ... against yourself - 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