Self-Study

Max the Tax: Client Retention

  • Thursday, May 1, 2025 – Thursday, April 30, 2026

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  • 1.00
    CREDITS
    Business Management and Organization

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.

Objectives

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

Highlights

  • 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

Additional Information

Designed For

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

Vendor

Surgent

Advanced Preparation

None

Credits

1.00 Business Management and Organization

Prerequisite

None

Course Number

2535980

Level of Knowledge

Basic

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