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Client retention

About this topic

Managing and addressing the needs of your clients and firm requires a broad range of competencies. These learning resources are designed to help you understand the knowledge and skills necessary to support the management of and manage a firm practice.

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How new CPAs can build a book of business

New CPAs can plant the seeds of future business now by taking steps such as joining groups, solidifying relationships with their contacts, and using social media to...

Article Client retention Foundational

Got a few challenging clients?

This article shares steps you can take to minimize conflict or tension that arises due to miscommunication or other issues.

Article Client retention Foundational

What clients want from CPAs

This article offers tips from small business owners on improving your practice.

Article Client retention Foundational

Build business with "cost-cutting" reviews

With a good plan and execution, microengagements can pay off for clients and small firms.

Article Client retention Foundational
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