client service & retention
showing all 18 results
-
the original authority professional services marketing 3.0
its evolution, its future, and how to thrive with it
$89.95 – $95.00 learn more -
instant download the client service idea book
guidance, tips, strategies, tactics, real-life stories, and research data for driving client satisfaction, retention and new revenue
$49.95 learn 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 – $169.94 learn more -
smart marketing accounting marketing 101 for partners
a practical guide to the management of marketing strategy for leaders and managers of tax, accounting, and cpa firms
$25.95 learn more -
sale!
the #metoo handbook sponsoring 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.
$99.97 learn more -
the step-by-step success manual cpa 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 – $320.00 learn more -
new ebook option tax season opportunity guide
27 ways to make more money, service clients better, and have more fun
$200.00 – $240.00 learn more -
marketing tax services marketing 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 – $229.95 learn more -
sale!
thrive in disruption the 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 – $149.97 learn more -
level-up your client base the 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
$275.00 – $295.00 learn more -
special report cannabis: 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
$49.95 learn more -
new handbook leading 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 – $359.95 learn more -
from cas to cash client 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 – $450.00 learn more -
instant download tax season checklists
almost 300 pages of essential tools, tips & techniques, printable and customizable.
by edward mendlowitz, cpa, abv, pfs
free for pro members!
$197.00 learn more -
sale!
unleashing partner super-powers what makes a great partnership
just about everything you need to know
$139.97 – $159.97 learn more
by august j. aquila -
tough questions, smart answers 202 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.
$199.95 – $299.95 learn more -
sale!
advisory essentials 77 ways to wow! the complete guide to small-business consulting
by edward mendlowitz, cpa
plus: 125-item toolkit, with fully customizable, immediately-useful practice aids
$377.00 – $477.77 learn more -
beyond cas. go bos. it’s not just the numbers
by penny breslin and damien greathead
-
how to move beyond the numbers and deliver real value for your clients.
-
the 11-step process for building a back office support practice.
includes toolkit at no extra charge. (not sold separately)
$265.95 – $295.00 learn more -
