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Poll: Does your firm have a formal client service plan?

October 28, 2013
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ProfitCents by Sageworks recently hosted a webinar, Cross-sell accounting services: How to identify opportunities to sell more accounting services to existing clients, which discussed how to lay a foundation for your accounting firm’s sustainable growth by cross-selling services to your existing client base. Lauren Prosser, Director of ProfitCents Professional Services, outlines how to do so through “The Discovery Process.” 

During the presentation, finance professionals were polled on if their firm has a formal client service plan. Almost 84% of respondents expressed that they do not have a formal client service plan in place.



Prosser details how having a formal client service plan can add value to your firm and facilitate growth by doing the following:

1. Shift the focus to the source of value/need, not symptoms

2. Develop a client-centric defintion of value and measurement of success

3. Create a partnership which facitilates cross-serving

4. Stop building of barriers

Watch the full webinar on-demand to learn how to identify opportunities to sell more accounting services. You can also find more information in our whitepaper on cross-selling services.

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

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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.

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