Jean Caragher: Session at 2011 Practitioners Symposium and TECH+ Conference 

    Published May 11, 2011

    Tuesday, June 14th, 2011 – 2:00pm-3:15pm

    Jean Caragher
    55 Client Retention Strategies Every Firm Can Use  (FOS-Specialized Knowledge and Application)

    Jean Caragher, MBA, President, Capstone Marketing,Chesapeake, VA
    For the first time in years, client retention is a top PM issue. In fact, poor client service and inattentiveness is the #1 reason why clients switch CPA firms.

    Based on research conducted for the Seven Keys to Successful CPA Firm Management and real life experiences, this session will focus on

    • How clients choose
    • Why clients change CPA firms
    • How extraordinary client service can pay off in client retention
    • Practical initiatives you can implement to contribute to client retention
    • What you can learn from client service superstars
    • How to build a winning client retention program at your firm

    Learn more about the AICPA Practitioners Symposium and Tech+ Conference or register at

    Did you know that the Recommended CPE Credit at the Practitioners Symposium and TECH Conference is 24.5 ?




    You might also be interested in the following sessions in the Practice Management and Opportunity Tracks at the conference:

    Sunday, June 12th
    - Mini Firm Retreat Workshop (session #101)

    Monday, June 13th
    - Valuing Your Accounting Firm in 2011’s Economy (session #5)
    - Key Performance Indicators (KPIs) for Small Firms (session #14)
    - National MAP Survey: How Does Your Firm Measure Up? Par 1 (session #23)
    - Seven Trends Firms Must Reverse to Improve Profitability and Remain Viable (session #24)

    Tuesday, June 14th
    - Winning the CPA Firm Communication Game (session #32)
    - You Are the Value: Knowing and Articulating Your Value (session #45)
    - Outgrowing Your Competition: How Empowering, Training and Accountability Will Set You Apart From the Competition (session #64)

    Wednesday, June 15th
    - Inclusiveness as a Business Strategy (session #80)

    To learn more about the AICPA Practitioners Symposium and Tech+ Conference or to register for the conference please go to

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