Tuesday, June 14th, 2011 – 2:00pm-3:15pm
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 www.cpa2biz.com/pstech
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 www.cpa2biz.com/pstech