Chapter 6

Maintaining long-term client relationships

We explore how you can foster and maintain long-term relationships with clients.

Two people sitting at table talking over a laptop and coffee.

The secret to successful long-term client relationships is moving from service provider to strategic partner.

You can do this by finding ways to intercept your clients’ needs before they come up, and staying on the lookout for new ways to support them. An example of this could be using your knowledge of a client’s subscriptions to suggest more cost-effective packages or useful app integrations.

Take note of your client’s business KPIs, and consider how you can help with achieving them. Listen to their pain points, and prioritise addressing these with your services. You could also provide incentives for longer-serving clientele – but know that the best reward for your clients will always be delivering a personalised, high-quality service.

Become a Xero partner

Join the Xero community of accountants and bookkeepers. Collaborate with your peers, support your clients and boost your practice.