Small Business, Big Numbers
An Accountant's Guide to Landing and Keeping Small Business Clients

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 New browser window icon. found that, when choosing a CPA, small-business owners prioritize…

  • Expertise.
  • Responsiveness.
  • 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.)

Icon - Silhouette of Head

When hiring a CPA, small-business owners care less about money than expertise.

Next: Which CPA Services Small Businesses Use and Want

Grab-n-Go Information

Free eBook
Small Business, Big Numbers: An Accountant's Guide to Landing and Keeping Small Business Clients
Browse eBook
Sample certificates
See a sample Certificate of Liability Insurance, the proof of coverage you need for most contracts.
View Sample
Sample Quotes & Cost Estimates
See what insurance really costs: actual quotes by policy & specialty.
Get Estimates
Ask A Question
Submit your questions about small business insurance and get answers from our experts.
Read Answers