What can you do to improve the customer retention with the accounting and tax services that you offer?
This whitepaper discusses how accounting firms can change their strategy with marketing and operation execution concerning the tax season to gain optimum profit. The perspective of accounting professionals, tax preparers, and accounting firms has been taken into account in preparations of the whitepaper.
Practices to be followed with marketing and operations departments at an accounting firm should vary at different durations of tax season. This whitepaper document explains the steps that an accounting firm or professional can deploy to not only escalate the standard of the services but also to attract a greater number of clients and beat the competition.
Before & During the Tax Season
Marketing To Attract Maximum Clients Before/During Tax Season
Executing Operations During the Tax Season
Improving Retention After Tax Season
Marketing Efforts to Improve Retention Rate After Tax Season
Executing Operations for Better Customer Retention
The whitepaper includes studies and surveys from various renowned experts, such as – IRS, Capterra, and Bain & Company among others to entertain the modern-day marketing challenges with relevant and factually-backed solutions.