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Max the Tax: Client Retention (MT12)

  • Format Self-Study Download
  • Credits 1.00
  • Level Basic
  • Field of Study Business Management and Organization (1)

Overview

This course is designed to equip practitioners with the essential strategies and tools needed to build and maintain long-term client relationships. Participants will learn about effective client retention plans and enhancing client satisfaction through personalized service. This engaging course will teach the importance of fostering client loyalty, reducing churn, and driving sustainable business growth.



Major Topics:

  • Importance of client retention
  • Understanding client needs and expectations through client satisfaction surveys and analyzing client feedback
  • Developing effective client retention strategies
  • Fostering client loyalty
  • Handling client complaints and issues through effective complaint resolution

Learning Objectives:

  • Understand the importance of client retention
  • Implement effective client retention strategies

Who should take this course:

CPAs in industry and public accounting who want to understand the importance of fostering client relationships

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QAS Approval Surgent
IRS Approval Surgent
CFP Approval Surgent
CTEC Approval Surgent
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