what you need to know to get started today.
a record number of accounting firm professionals joined last week’s webinar on client service, satisfaction and retention, produced by the seven keys to successful cpa firm management.
co-presenter jean caragher of capstone marketing summed it up at one point, saying, “the bottom line: every cpa firm claims to deliver excellent client service.”
but, she added, “how does your firm support that claim? do you have a formal client satisfaction and retention program?”
if not, today is the day to start.
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