Exceeding Your Client's Expectations Today and Tomorrow:
Adjustments You Can Make Any Time of Year to Improve Client Retention


Prospective clients today have many, many options for their tax and accounting services. Firms now have the ability to work with clients across the country, increasing the competition your business faces exponentially. As a result, keeping clients long-term is much more difficult than it was just a few years ago — gone are the days in which you could simply provide an accurate return and confidently expect returning customers. Today, you have to 'wow' your clients with undeniable value to ensure year-over-year retention. 

In this ebook, we walk through simple steps you can take to improve your level of service and leave a lasting impression. 


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