client service & retention
showing all 18 results
the original authorityprofessional services marketing 3.0
its evolution, its future, and how to thrive with it
$179.95–$195.95learn more
instant downloadthe client service idea book
guidance, tips, strategies, tactics, real-life stories, and research data for driving client satisfaction, retention and new revenue
$49.95learn more- sale!
best-seller!101 questions and answers: managing an accounting practice, volume 2
by edward mendlowitz, cpa, abv, pfs
with tables, checklists, sample letters, illustrative examples, real-life stories, step-by-step instructions, and appendix.
$149.97–$169.94learn more 
smart marketingaccounting marketing 101 for partners
a practical guide to the management of marketing strategy for leaders and managers of tax, accounting, and cpa firms
$25.95learn more- sale!
the #metoo handbooksponsoring women: what men need to know (instant download)
the must-have management manual for the #metoo movement.
designed to arm men with the tools and perspective they will need to usher professional women into the top ranks of their firms.
by ida o. abbott, j.d.
$99.97learn more 
the step-by-step success manualcpa firm growth: keys to practice development
the comprehensive new guide for getting great clients and rapidly growing revenues
by marc rosenberg, cpa, jeffrey s. pawlow, and charles hylan, cpa
$280.00–$320.00learn more
new ebook optiontax season opportunity guide
27 ways to make more money, service clients better, and have more fun
$200.00–$240.00learn more
marketing tax servicesmarketing tax services: build a bigger, stronger tax practice
how to build a bigger, stronger tax practice
the who, what, when, where, why, and how for delivering more client services and making more money
by edward mendlowitz, cpa, abv, pfs
$189.95–$229.95learn more- sale!
thrive in disruptionthe new fundamentals: practical guidance for today’s accounting firms
by steven e. sacks, cpa
the new practice management handbook with time-tested tried-and-true strategies for growth and profit.
$139.97–$149.97learn more 
the spreadsheet manifestothe complete guide to marketing for tax & accounting firms
the a-to-z program with checklists, samples, step-by-step procedures, and case studies
by sandi leyva
$149.95–$195.00learn more
special reportcannabis: 卡塔尔世界杯常规比赛时间 special report
case studies, top trends, and exclusive insights from the frontlines of today’s hottest new niche
insights, best practices, and commentary from dozens of leading professionals and practitioners.
plus: five secrets to launching your own cannabis specialty
$49.95learn more
new handbookleading from the edge – new! growth handbook with bonus toolkit
creating a standout, high-performing organization
the new handbook for adapting to change, seizing new opportunities, and driving success.
by anthony zecca
plus – bonus downloadable eight-piece toolkit at no additional charge
$339.95–$359.95learn more
from cas to cashclient accounting services: the definitive success guide
the why, what, and how of cas
by hitendra r. patil
more than 300 pages of ideas, insights, tips, tricks, and best practices for your cas success
plus – bonus downloadable toolkits (included free with every order)
$395.00–$450.00learn more
instant downloadtax season checklists: the 2022 update
almost 300 pages of essential tools, tips & techniques, printable and customizable.
by edward mendlowitz, cpa, abv, pfs
free for pro members!
$197.00learn more- sale!
unleashing partner super-powerswhat makes a great partnership
just about everything you need to know
$139.97–$159.97learn more
by august j. aquila - sale!
tough questions, smart answers202 questions and answers: managing an accounting practice, the complete 2-volume set
complete two-volume set
by edward mendlowitz, cpa, abv, pfs
with tables, checklists, sample letters, illustrative examples, real-life stories, step-by-step instructions, and appendix.
$149.97–$229.97learn more - sale!
delight & amaze your clients77 ways to wow!
the checklist handbook for small-business advisory services
by edward mendlowitz, cpa
$340.77–$437.77learn more 
big bucks in b.o.s.it’s not just the numbers [new release]
how to movebeyond the numbersanddeliver real valuefor your clients.
the 11-step process for building a back office support practice.
by penny breslin and damien greathead
$255.95–$295.00learn more
