Chapter 2: How to Attract and Keep Small Business Clients
Part 1: What Small Business Clients Want and Why They Leave
What Small Businesses Look for When Selecting an Accountant
The Sleeter Group survey found that, when choosing a CPA, small-business owners prioritize…
- Proactive strategic advice.
According to the survey, low fees are one of the lowest priorities that small-business owners have, meaning that they are willing to pay for quality, expert accounting work. Naturally, they want the best from their accountant.
However, small-business owners are seeking professionals who can give guidance before it's needed. In other words, they want financial help before circumstances change for the worst. (Indeed, lack of proactive advice is the number-one reason why businesses switched CPAs — we'll get into that in a bit.)
When hiring a CPA, small-business owners care less about money than expertise.
Next: Which CPA Services Small Businesses Use and Want