Max the Tax: Client Retention (MT12) (Downloadable PDF)
Provider: Surgent Accounting and Financial Education
Business Management and Organization
1 CPE Credits
Basic
QAS self study
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.