Jumpstart Client Service & Maintenance


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    Jumpstart Client Service & Maintenance 

    How sticky are your clients? Keep them for life with these resources. 

    Client Evaluation Tool

     An evaluation of your client list is a healthy process for firms of all sizes.  A client's value is determined   far beyond   fees and timeliness of payments.  Making a quantified judgment includes considerations such as job risk or complexity, profitability, referral source/client tie-in and additional potential services.     The client evaluation tool will help you identify the better clients of your firm who deserve more of your time and attention.


    Client Disengagement Letter

    FromA disengagement letter professionally and formally terminates the CPA-client relationship and provides CPAs with a valuable tool to reduce potential legal liability.  When written effectively, the disengagement letter can leave clients feeling that you considered their business needs and acted in their best interests.


    Exceptional Client Service Action Plan

    This comprehensive action plan will walk your firm through the steps that will enhance your client service. Any increase in the quality of service by your firm will have the natural effect of building your reputation as a Five Star Firm. 


    Addressing Small Business Client Concerns

    Access information from surveys that indicate small business owners’ pain points and resources for you to use in showcasing your value and knowledge to your clients on need to know topics.


    Client Advisory Board Toolkit

    From the foundation and action plan up to the actual meeting agendas, this toolkit has everything you need to take your firm to the level with your own Client Advisory Board.


    Create Strong Client Connections

    Hear from Jim Metzler, AICPA's past VP of Small Firm Interests as he discusses the importance of understanding clients’ thoughts and feelings about their businesses.

    Five Star Client Service Guide

    Learn the ways of providing exceptional client service as Rainmaker Consulting shows how CPAs can garner the same world class service by connecting with clients, taking and delivering the order, ascertaining satisfaction, offering dessert, and collecting the check.

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