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Free cpe webinars
How To Upgrade Your Client Base To Optimize Profits

HOW TO UPGRADE YOUR CLIENT BASE TO OPTIMIZE PROFITS

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 13, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

For many CPA firms, the COVID-19 pandemic resulted in a burst of new clients with many businesses needing the expertise of accountants to remain solvent. A lot of CPAs are reluctant to fire clients and continue to work with “D” clients year after year. Add to this situation the perennial focus on work-life balance and the staffing shortage. More than ever, CPAs need to focus on and get paid for working with their best clients. Upgrade your client base to optimize profits by retaining your best clients, obtaining more ideal clients, and transitioning out your worst clients. 

Learning Objectives:


  • Recognize how to measure the impact of client retention on your bottom line

  • Identify practical client retention strategies you can apply at your firm

  • Define how to analyze your client base and identify the clients to transition out of your firm

  • Determine how and when to transition clients out of your firm

  • Summarize how client retention can improve staff retention


Advance Preparation (recommended): 
Prepare a spreadsheet/report of your client base segmented between individual and corporate clients. Include as much information as possible. You will refer to your spreadsheet/report throughout the webinar to get started on the action steps needed to upgrade your client base.

  • Fee history (three years) 

  • Realization (three years) 

  • Payment history 

  • Services provided 

  • Timing of the work 

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Jean Caragher gets things done. For CPA firms seeking to improve their marketing, Jean is the go-to resource for strategy and implementation. With 35 years of experience working solely with CPAs, Jean knows the challenges and opportunities firms face today. Her experience and knowledge, combined with her practical approach, help growth-focused CPA firms attract the best clients and talent. A well-respected industry specialist, Jean is an inaugural AAM Hall of Fame inductee, a multiple AAM-MAA award winner, and a CPA Practice Advisor Thought Leader. She has twice been named one of Accounting Today’s 100 Most Influential People in Accounting.

About Our Sponsor

Billcom
BILL (NYSE: BILL) is a leader in financial automation software for small and midsize businesses (SMBs). As a champion of SMBs, we are dedicated to automating the future of finance so businesses can flourish. Hundreds of thousands of businesses trust BILL solutions to manage financial workflows, including payables, receivables and spend and expense management. With BILL, businesses are connected to a network of millions of members, so they can pay or get paid faster. Through our automated solutions, we help SMBs simplify and control their finances, so they can confidently manage their businesses and succeed on their terms. BILL is a trusted partner of leading U.S. financial institutions, accounting firms, and accounting software providers. BILL is headquartered in San Jose, California.