Actionable Insights on Gaining More Clients and Maximizing Client Retention for CPAs
Download this FREE whitepaper to learn in detail about the actionable insights that can 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.
The content of the whitepaper is:
Before & During the Tax Season
Marketing To Attract Maximum Clients Before/During Tax Season
Get a Plan and Define Some Targets (Achievable Ones)
Structurize Sales Tactics
Improving Retention With Existing Client-base
Executing Operations During the Tax Season
Get Organized and Pull Up the Socks
Keep Client in Loop of Operations
Technology Solutions for Enhanced Productivity
Backup every bit ASAP
Improving Retention After Tax Season
Marketing Efforts to Improve Retention Rate After Tax Season
Appreciate the Client
Talk About Your Performance
Renovate Plans & Services for Existing Clients
Executing Operations for Better Customer Retention
Gain Expertise with New Practices
Do Not Limit Yourself to Accounting Services
Study customer Feedback and Work on Them
Workout on the Tech Innovations That Matter for You
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.