Surgent's Max the Tax: Client Retention

Overview

This course is designed to equip practitioners with the essential strategies and tools needed to build and maintain long-term client relationships. Participants will learn about effective client retention plans and enhancing client satisfaction through personalized service. This engaging course will teach the importance of fostering client loyalty, reducing churn, and driving sustainable business growth.

Highlights

• Importance of client retention
• Understanding client needs and expectations through client satisfaction surveys and analyzing client feedback
• Developing effective client retention strategies
• Fostering client loyalty
• Handling client complaints and issues through effective complaint resolution

Prerequisites

None

Designed For

CPAs in industry and public accounting who want to understand the importance of fostering client relationships

Objectives

• Understand the importance of client retention
• Implement effective client retention strategies

Preparation

None

Notice

This is a self-study/on demand course offered by a 3rd party vendor and will NOT be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by Surgent Professional Education. The course expires one year from the purchase date. Format = Text only download.