{"id":35062,"date":"2023-12-12T11:13:25","date_gmt":"2023-12-12T11:13:25","guid":{"rendered":"https:\/\/www.process.st\/templates\/cpa-client-retention-checklist\/"},"modified":"2024-03-05T15:50:37","modified_gmt":"2024-03-05T15:50:37","slug":"cpa-client-retention-checklist","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/cpa-client-retention-checklist\/","title":{"rendered":"CPA Client Retention Checklist"},"content":{"rendered":"\n<section id=\"analyze-client-activity-for-the-previous-year\"> \n <h2>Analyze client activity for the previous year<\/h2>\n <div class=\"text-content\">\n   Review the client's activity for the previous year to gain insights into their financial performance. Identify trends, patterns, and areas of improvement. This analysis will help in understanding the client's business better and provide valuable information for the retention process. \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Date of analysis <\/label> \n   <div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"identify-significant-changes-in-client-activity\"> \n <h2>Identify significant changes in client activity<\/h2>\n <div class=\"text-content\">\n   Identify any significant changes in the client's activity compared to the previous year. Look for changes in revenue, expenses, customer base, or any other relevant factors. These changes will guide the decision-making process for retaining the client. \n <\/div> \n <div class=\"select-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Type of change <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Increase \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Decrease \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      No significant change \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"update-client-data-in-accounting-system\"> \n <h2>Update client data in accounting system<\/h2>\n <div class=\"text-content\">\n   Update the client's data in the accounting system to reflect any changes identified in their activity. This will ensure accurate financial records and facilitate ongoing monitoring of the client's accounts. \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Updated data <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"prepare-an-account-review\"> \n <h2>Prepare an account review<\/h2>\n <div class=\"text-content\">\n   Compile a comprehensive account review for the client, summarizing their financial performance, highlighting key metrics, and identifying areas of improvement. This review will serve as a basis for discussing the client's account and devising solutions. \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Date of account review <\/label> \n   <div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n <div class=\"file-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Attach account review document <\/label> \n   <div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"approval-account-review\"> \n <h2>Approval: Account Review<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Prepare an account review<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"send-account-review-to-the-client\"> \n <h2>Send account review to the client<\/h2>\n <div class=\"text-content\">\n   Send the prepared account review document to the client. This will provide them with an overview of their financial performance and set the stage for further discussions. \n <\/div> \n <div class=\"send-rich-email-content form-field-content\"> <!-- No Recipients --> <!-- No Recipients --> <!-- No Recipients --> \n  <div class=\"form-group subject\"> <label>Subject<\/label> \n   <p class=\"form-control-static\"> Account Review for {{form.Date_of_account_review}} <\/p> \n  <\/div> \n  <div class=\"form-group body\"> <label>Body<\/label> <iframe srcdoc=\"<p>Dear client,<\/p><p>We hope this email finds you well. We are pleased to share with you the account review for the period {{form.Date_of_account_review}}.<\/p><p>Please find the attached document for your review. We look forward to discussing it further with you.<\/p><p>Best regards,<\/p><p>Your CPA team<\/p>\n<style>*{font-family:Inter,&quot;Segoe UI&quot;,&quot;Roboto&quot;,&quot;Oxygen&quot;,&quot;Ubuntu&quot;,&quot;Cantarell&quot;,&quot;Fira Sans&quot;,&quot;Droid Sans&quot;,&quot;Helvetica Neue&quot;,system-ui,sans-serif}<\/style>\n\" sandbox=\"\"><\/iframe> \n  <\/div> \n  <div class=\"form-group\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-envelope btn-icon\"><\/i> Send <\/button> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"schedule-a-meeting-with-the-client-to-discuss-their-account\"> \n <h2>Schedule a meeting with the client to discuss their account<\/h2>\n <div class=\"text-content\">\n   Schedule a meeting with the client to discuss the account review, understand their goals and concerns, and gather feedback. This meeting will provide an opportunity to address any issues and ensure alignment between the client's needs and the services provided. \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Meeting date <\/label> \n   <div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Meeting location <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"prepare-solutions-for-any-identified-issues\"> \n <h2>Prepare solutions for any identified issues<\/h2>\n <div class=\"text-content\">\n   Analyze the identified issues in the account review and devise suitable solutions. Consider the client's goals, industry best practices, and internal capabilities while formulating these solutions. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Proposed solutions <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"approval-proposed-solutions\"> \n <h2>Approval: Proposed Solutions<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Prepare solutions for any identified issues<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"present-proposed-solutions-to-the-client\"> \n <h2>Present proposed solutions to the client<\/h2>\n <div class=\"text-content\">\n   Present the proposed solutions to the client during the scheduled meeting. Explain the rationale behind each solution and its potential benefits. Seek the client's input and ensure their buy-in before proceeding. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Proposed solutions <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"reevaluate-client-needs-based-on-feedback\"> \n <h2>Reevaluate client needs based on feedback<\/h2>\n <div class=\"text-content\">\n   Reevaluate the client's needs and expectations based on their feedback during the meeting. Consider any adjustments or modifications required to align the services with their evolving requirements. \n <\/div> \n <div class=\"multi-choice-content form-field-content\"> \n  <div class=\"form-group\"> <label> Client feedback <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Satisfied with current services \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Desires additional services \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Unhappy with current services \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"update-clients-service-plan-as-necessary\"> \n <h2>Update client's service plan as necessary<\/h2>\n <div class=\"text-content\">\n   Make necessary updates to the client's service plan based on their feedback and revised needs. Document any changes to ensure clear communication and alignment between the client and the CPA team. \n <\/div> \n <div class=\"multi-select-content form-field-content\"> \n  <div class=\"form-group\"> <label> Service plan updates <\/label> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Review pricing \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Add new services \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Adjust service levels \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"prepare-and-send-updated-service-agreement-to-the-client\"> \n <h2>Prepare and send updated service agreement to the client<\/h2>\n <div class=\"text-content\">\n   Prepare an updated service agreement reflecting the changes made to the client's service plan. Send the agreement to the client for review and signature. This step ensures a clear understanding of the services provided and maintains transparency in the client-CPA relationship. \n <\/div> \n <div class=\"send-rich-email-content form-field-content\"> <!-- No Recipients --> <!-- No Recipients --> <!-- No Recipients --> \n  <div class=\"form-group subject\"> <label>Subject<\/label> \n   <p class=\"form-control-static\"> Updated Service Agreement <\/p> \n  <\/div> \n  <div class=\"form-group body\"> <label>Body<\/label> <iframe srcdoc=\"<p>Dear client,<\/p><p>We have updated your service agreement based on our recent discussion. Please find attached the revised agreement for your review and signature.<\/p><p>If you have any questions or concerns, please let us know. We value your partnership and look forward to serving you.<\/p><p>Best regards,<\/p><p>Your CPA team<\/p>\n<style>*{font-family:Inter,&quot;Segoe UI&quot;,&quot;Roboto&quot;,&quot;Oxygen&quot;,&quot;Ubuntu&quot;,&quot;Cantarell&quot;,&quot;Fira Sans&quot;,&quot;Droid Sans&quot;,&quot;Helvetica Neue&quot;,system-ui,sans-serif}<\/style>\n\" sandbox=\"\"><\/iframe> \n  <\/div> \n  <div class=\"form-group\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-envelope btn-icon\"><\/i> Send <\/button> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"approval-updated-service-agreement\"> \n <h2>Approval: Updated Service Agreement<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Prepare and send updated service agreement to the client<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"followup-with-the-client-after-sending-new-agreement\"> \n <h2>Follow-up with the client after sending new agreement<\/h2>\n <div class=\"text-content\">\n   Follow up with the client to ensure they have received and understood the new service agreement. Address any queries or concerns they may have and provide clarification if needed. This step helps in finalizing the updated agreement and maintaining a positive client relationship. \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Follow-up date <\/label> \n   <div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"address-clients-queries-and-concerns\"> \n <h2>Address client's queries and concerns<\/h2>\n <div class=\"text-content\">\n   Address any queries or concerns raised by the client regarding the updated service agreement. Provide detailed explanations, additional information, or alternative options to resolve any issues. Clear communication and addressing client concerns are crucial for maintaining a strong client-CPA partnership. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Query or concern <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"receive-and-process-clients-signed-agreement\"> \n <h2>Receive and process client's signed agreement<\/h2>\n <div class=\"text-content\">\n   Receive the client's signed agreement indicating their acceptance of the updated service terms. Process the agreement and update the client's file to reflect the revised service plan. \n <\/div> \n <div class=\"file-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Attach signed agreement <\/label> \n   <div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"update-clients-file-and-internal-tracking-system\"> \n <h2>Update client's file and internal tracking system<\/h2>\n <div class=\"text-content\">\n   Update the client's file and internal tracking system with the details of the revised service agreement. This ensures accurate records and facilitates ongoing monitoring and support for the client. \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Date of update <\/label> \n   <div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"schedule-next-regular-contactcheckin-with-the-client\"> \n <h2>Schedule next regular contact\/check-in with the client<\/h2>\n <div class=\"text-content\">\n   Schedule the next regular contact or check-in with the client to maintain ongoing communication and ensure their satisfaction with the services provided. Regular check-ins help in addressing any evolving needs or concerns and strengthen the client-CPA relationship. \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Next contact\/check-in date <\/label> \n   <div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"document-all-actions-taken-in-client-retention-process\"> \n <h2>Document all actions taken in client retention process<\/h2>\n <div class=\"text-content\">\n   Document all actions taken during the client retention process. This includes all communications, agreements, updates, and any other relevant information. Proper documentation ensures a comprehensive record and supports effective decision-making and future reference. \n <\/div> \n <div class=\"file-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Attach documentation <\/label> \n   <div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Analyze client activity for the previous year Review the client's activity for the previous year to gain insights into their financial performance. Identify trends, patterns, and areas of improvement. This analysis will help in understanding the client's business better and provide valuable information for the retention process. Date of analysis Date will be set here [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"\ud83d\udccb","cover_icon_url":"","tasks_count":"20","template_description":"Boost CPA client retention with our comprehensive checklist, offering insight-driven solutions, custom-tailored account reviews, and proactive follow-ups.","template_id":"qiZUfgKjb68DBpSFGatDYg","task_0":"Analyze client activity for the previous year","task_slug_0":"analyze-client-activity-for-the-previous-year","task_1":"Identify significant changes in client activity","task_slug_1":"identify-significant-changes-in-client-activity","task_2":"Update client data in accounting system","task_slug_2":"update-client-data-in-accounting-system","task_3":"Prepare an account 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