Firm Growth Checklist – Improving Client Service and Profitability In the Cloud
Different firms have different
goals for growth, but when it comes to making your firm more profitable, there
are a few common threads to keep in mind.
With the right software and a strategic plan, your firm can:
- Attract new clients by
presenting a professional image and developing a reputation for high-quality
- Improve retention of
existing clients by improving responsiveness and communication.
- Grow firm revenue by
making all client interactions more profitable.
In this informative session, you’ll
learn how to better meet client expectations and complete more work in less
time – with fewer resources. With less inefficiency holding you back, your firm
can reach its full potential.
Who Should Attend
Partners, Tax Partners, Tax Managers, Firm Administrators
Dorothea Silva, Sales Training Manager, CCH
Ken McCall, Senior Consultant, Boomer Consulting, Inc.