Client Retention Strategies Every Firm Can Use

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CPAs have lost focus on client retention. According to the PCPS CPA Firm Top Issues Surveys client retention hasn’t ranked among the top five issues since 2013. If no one is focused on client retention your clients are at risk. In fact, poor client service and inattentiveness is the #1 reason why clients switch CPA firms. This webinar will focus on:

  • How clients choose
  • Why clients change CPA firms
  • Ranking your firm’s clients
  • Practical initiatives that you can execute to contribute towards client retention

Thank you.

Jean Marie Caragher
Capstone Marketing
Webinar Presenter


How can I contact the organizer with any questions?

Contact the organizer at jcaragher@capstonemarketing.com.

When will I receive the login instructions and handout?

You will receive the login instructions and handout in advance of the webinar. They will be sent to the email address used for the purchase.

Is this webinar eligible for CPE?

Yes, this webinar is eligible for 1 hour of CPE for the live version only.

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