Attract & Retain Premium Clients For Your Bookkeeping Practice

The Attracting & Retaining Premium Clients Webinar will help you to overcome the common mistakes that businesses make when trying to attract and retain premium clients.

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September 1st 2022, 12pm EST

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Attracting & Retaining Premium Clients

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It’s time to stop doing the same old thing and start getting new results!

Do you have trouble securing high-paying bookkeeping clients? When you do get them onboard, do they tend not to stick around?

Well, if you answered YES to any of the above, the Attracting & Retaining Premium Clients FREE webinar is for you!

On September 1st at 12pm EST, our friends at Liscio have a FREE webinar that could be a game-changer for your business. Liscio’s Director of Marketing and Influencer Strategy, Alison Ball, will show you how to attract and retain premium clients!

Firms who are able to make it drop-dead easy for clients to work with them, and still maintain a secure environment, have an enduring advantage over firms who are still using the traditional methods of communicating with clients.

The profession continues to change, as do client expectations. It’s no longer just about delivering a quality product or service. It’s about delivering an overall experience to clients—one that makes them feel good, confident, and willing to come back time and time again. Heightened competition and the modernization of client needs have challenged bookkeepers to find new and innovative ways to stand out from the crowd.

In addition to competition, it isn’t enough anymore to simply use email plus a portal - your Millenial and Gen Z clients expect a seamless experience without having to step out of their day to get you what you need. Many don’t own a printer or a scanner, so it’s imperative that you give these busy mobile clients a solution that works for them, AND for you.

Come and learn in this session how making a few simple changes in how you communicate with clients can make a HUGE difference in your ability to attract and retain the clients that you really want to work with - the premium clients who abide by your rules, understand the need for security, and most importantly, view you as a key part of their success team. An added bonus is that your staff will get more done, your clients will love working with you, and your firm will be positioned to thrive.

So, if you really want to WOW prospects and your current clients, this is a webinar that should not be missed!

It’s happening on September 1st at 12pm EST in our Global Successful Bookkeeper Facebook group.


Attract Premium Clients

Understand what clients are looking for when they select a firm today

Create A Client Experience That WOWs

Learn how you can become a seamless part of your clients’ days

Convert up to 40% of your current admin time to billable work!

Learn how the right technology can support your busy clients and help you create a more profitable firm

Meet The Host


Alison Ball

Director of Marketing & Influencer Strategy

Alison is passionate about helping firms to differentiate themselves by providing Client Experience 2.0TM to their clients. Before joining Liscio in August 2020, Alison spent 15 years leading accountant influencer programs at Intuit, and prior to that she was a bookkeeper herself. She believes that life is too short to spend it with mean people, and any day she can help someone else be successful is a good day indeed.

Attracting & Retaining Premium Clients Webinar


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