Jumpstart Client Service & Maintenance


By Date

By Document Type

Member Only Content

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,  client’s life cycle and additional potential services. This tool will help you identify the better clients of your firm who deserve more of your time and attention.


Client Disengagement Letter

When you’re ready to terminate a client, use the Sample Disengagement Letter to properly end the relationship.  When written effectively, the letter can leave clients feeling that you considered their business needs and acted in their best interests.


Client Advisory Board Toolkit

A Client Advisory Board can be an extremely powerful tool in retaining current clients and attracting new ones. From the foundation and action plan up to the actual meeting agendas, this toolkit has everything you need to take your firm to the next level with your own Client Advisory Board.


Five Star Client Service Guide

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

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. 


Client Loyalty Survey

Client Loyalty Survey

Client feedback can be one of your most powerful client retention tools.  Use this easy-to-use, customizable, client loyalty survey to get the best insight into serving your clients.

Copyright © 2006-2016 American Institute of CPAs.