- #1 Easiest method to prevent clients from leaving your firm for competitors - Ensure your clients see you more often throughout the year for consulting, accounting and tax advice - Receive more referrals from your best clients - Bonus: Case Study - How I added $298,200 to a client's bottom line simply by examining their financial statements
Learning Objectives
Show CPAs how to use their financial knowledge and training to find increased cash for their clients
Major Topics
- #1 Easiest method to prevent clients from leaving your firm for competitors
- Ensure your clients see you more often throughout the year for consulting, accounting and tax advice
- Receive more referrals from your best clients
- Bonus: Case Study
- How I added $298,200 to a client's bottom line simply by examining their financial statements
