- #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
- Upon completion of this course, you'll be able to:
- Identify the mission, structure, and key goals of HBSCNY Community Partners, including how it supports nonprofit organizations.
- Examine the range of service offerings provided by Community Partners and how they align with client needs.
- Understand the collaborative process used by Community Partners to engage with clients and deliver impactful, pro bono consulting projects.
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
