When it comes down to it, operating a successful tax and accounting practice is so much more than just the actual act of doing the specific tasks you’re paid for. It’s about ensuring your clients are happy with the way they’re experiencing your firm — otherwise, you can be sure you’ll start losing clients to competitors who care.
The leads are out there, but just because those people exist (and may even be aware of you) doesn’t mean they’ll automatically convert to become paying clients. In fact, just because you turn a lead into a client, doesn't mean that they will remain a client.
In this half-hour workshop, we cover seven of the essential ways that the most successful tax and accounting professionals build trust and retain clients.