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client retention

IA Live Event Report 2019

Storyblocks Video

Don't rely on the boom of tax season for the bulk of your income. Michael Rozbruch's Annual Tax Resolution Success Summit will help you put more business in your pipelines and more money in your pockets. Period! Read more

Training and Live Events

August 22 @ 12 p.m. ET: Learn the 10 best ways to not just retain – but multiply – your best client relationships by delivering measurable value as soon as they hire you. Read more

Educational Webinars

Is the competition for great clients fierce in your area? If so, you need to pull out all the stops and wow your prospects so they’ll beg you to take them as clients. Here’s how. Read more

Tax & Practice Management

If we can make our businesses more approachable, we would probably have a lot more clients willing to try us out. Today’s article gives you a chance to evaluate whether you are making it as easy as possible for new customers to do business with you. Read more

Tax & Practice Management

Is client turnover higher than you’d like in your business? If so, here are some ways you can “market” to your existing clients to keep them longer. Read more

Tax Practice News

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