Self-Study On-Demand


1 CPE

Surgent's Max the Tax: Client Retention

Self-Study On-Demand
1 CPE

Learning Objectives

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

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

CPE Credits Available

1 CPE
1
Business Management & Organization

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

None

Intended Audience

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

Provider

Surgent

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