Retain, Gain, and Grow: The CPA Client Management Playbook
How CPAs Can Gain New Customers
We’ve designed this manual for CPA firms searching for tips on how to manage clients: from attracting new customers, ensuring they renew their contracts, and eventually expanding client bases to increase profitability.
First things first, CPAs need clients. Here are some of our tips on how to gain them:
How CPA Firms Can Grow
CPA firms can expand their client bases by offering solutions that go above and beyond typical CPA services and set them apart from other competitors. These include time and attendance tracking, and payroll integration.
How to Retain Clients as a CPA Firm
First impressions count. And one of the easiest ways to ensure a client stays with your CPA business is to create a lasting impression that will stay with them for the duration of their contract. This whitepaper will tell you more about them:
Read More of Our CPA Resources
We have a wide range of resources specifically aimed at CPA firms. Check them out here: