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1 CPE

Surgent's Max the Tax: Client Retention

This is a text-based course

Text
1 CPE

This is a text-based course. To receive credit, you are required to review all content and achieve a minimum score of 70% on the final exam.

This course is designed to equip practitioners with the essential strategies and tools needed to build and maintain long-term client relationships. Participants will learn about effective client retention plans and enhancing client satisfaction through personalized service. This engaging course will teach the importance of fostering client loyalty, reducing churn, and driving sustainable business growth.

Learning Objectives

  • Understand the importance of client retention
  • Implement effective client retention strategies

Major Topics

  • Importance of client retention
  • Understanding client needs and expectations through client satisfaction surveys and analyzing client feedback
  • Developing effective client retention strategies
  • Fostering client loyalty
  • Handling client complaints and issues through effective complaint resolution

CPE Credits Available

1 CPE
1
Business Management & Organization

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Business/Practice Management

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs in industry and public accounting who want to understand the importance of fostering client relationships

Provider

Surgent CPE

Purchase This Course

  • COCPA Member

    $ 49 49
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  • COCPA Non-Member

    $ 64 64
    Your Price

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