[IMGCAP(1)]In an increasingly competitive environment, CPA firms are hard pressed to focus on strategies around client retention.
Some international associations of CPA firms recognize the value in fostering an environment among member firms to share best practices as a means of delivering outstanding value. One such organization, CPAmerica International, boasts a particularly top-notch group of marketing professionals from CPA firms across the country. At a recent mastermind session, client retention strategies were explored amid a candid discussion fueled by a presentation I gave as a consultant to the accounting profession.
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