Skip to main content

Establish a strategy for cross-selling your accounting firm’s services

August 19, 2014
Read Time: 0 min

The AICPA estimates that winning a new client costs 11 times more than retaining a current client. One way for accountants to increase firm revenue and deepen client relationships is to offer value-added services to existing clients. Don’t know where to start? Download this checklist to learn how to develop a retention strategy for your accounting firm.



To increase retention, it is critical that your firm identifies the best candidates to target for cross-selling opportunities. Nearly every firm has business clients who may be interested in additional services. If those clients aren’t aware of all that your firm provides, they may be inclined to obtain the services elsewhere.

To drive firm growth and increase the value that your firm provides to clients, download this checklist today!

About the Author


Raleigh, N.C.-based Sageworks, a leading provider of lending, credit risk, and portfolio risk software that enables banks and credit unions to efficiently grow and improve the borrower experience, was founded in 1998. Using its platform, Sageworks analyzed over 11.5 million loans, aggregated the corresponding loan data, and created the largest

Full Bio

About Abrigo

Abrigo enables U.S. financial institutions to support their communities through technology that fights financial crime, grows loans and deposits, and optimizes risk. Abrigo's platform centralizes the institution's data, creates a digital user experience, ensures compliance, and delivers efficiency for scale and profitable growth.

Make Big Things Happen.