Accounting Firm
Stop Losing Clients After Tax Season
Turn “tax clients” into year-round clients.
Touchpoint schedule • Email templates • Upsell triggersTime to complete: 8–10 minutes
What you’ll get
- 5-step retention system (simple cadence)
- 12-month touchpoint schedule (what to send and when)
- Email templates (done-for-you)
- Upsell trigger list (when to offer bookkeeping/payroll/advisory)
Who it’s for
- • Accounting firms that spike in tax season then go quiet
- • Firms with weak follow-up and low repeat revenue
- • Anyone who wants predictable, steady client retention
Inside the System:
Step 1: Post-tax “handoff” message
Step 2: Quarterly check-ins
Step 3: Monthly value nudges (quick hits)
Step 4: Upsell ladder (bookkeeping → advisory)
Step 5: Renewal + referral loop
Get the Retention System
Instant access. Zero fluff.
Frequently Asked Questions
Does this work for small firms?
Yes.
Is it compliant?
Templates are general; you tailor to your policies.
Can you set this up as an automation?
Yes—request a free audit after downloading.