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Client Retention: The FOREVER Formula

CLIENT RETENTION: THE FOREVER FORMULA

Cost $12.50
Presentation Length 1.0 hour

Recorded DateJune 30, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Jackie will inspire you to become a better firm owner and leader through the FOREVER formula, which details out several key ways to retain not only clients by staff members as well. Covering the following topics:
 
Fit - Volume does not equal happiness
Outstanding - Identifying your competitive advantages
Resource - Dedicated person assigned, being accountable
Empathetic - Celebrations, Sorrows, and Immunity from hair-on-fire practice
Value - Show your client their exact ROI in you
Engaging - Connecting positively 
Revolutionary - Support through positive changes

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Jackie Meyer has been recognized as a 40 under 40 honoree since 2018. Having founded an award-winning CPA firm Meyer Tax Consulting from 2010 to 2022, she is now the founder of TaxPlanIQ, a SaaS Tax Advisory Platform selected for the AICPA 2023 Accelerator Cohort. She is also a Coach of the Certified Concierge Accountant Mastermind and Certified Concierge Tax Accountant.

These experiences uniquely position Jackie to provide insights and best practices that can help transform accounting firms. Her approach, grounded in The ROI Method(TM), focuses on changing pricing modules to align better with client value and addressing cultural and workaholic tendencies that can lead to burnout and turnover, offering transformational solutions to help firms thrive in the face of challenges.

She leads a vibrant Facebook community of "Accounting Firm Influencers" who continue these discussions daily, sharing ideas and driving change in the profession. Jackie aims to promote better health, wealth, and relationships for accountants. With her leadership and expertise, the future of the accounting profession is bound to be bright and full of opportunities.

 

About Our Presenter

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Our CPA firm, is a full-service, tax preparation accounting firm focusing on family owned businesses and advanced personal taxation. We provide tax preparation with the personalization that is needed with high net wealth clientele's evolving needs. As a CPA firm, we keep up-to-date with the changing tax laws and adhere to certain ethical standards and codes of professional conduct established by governmental bodies and peer organizations.