CPAs are from Mars, Clients are from Venus! Make your clients “fall in love with you” all over again. This session is dedicated to understanding what the primary drivers of client satisfaction are, the common ways you can collect client data and what some of the leading firms are doing in the country to take client service to the next level. Whatever sized practice you have built, understanding how how to continuously build a stronger relationship with your clients can help improve client retention, increase referrals and help you deliver more services to them.
Identify the five common drivers of client satisfaction in the CPA profession.
Consider the most common and easiest formats to collect client feedback.
Discover approaches to using client feedback to elevate your clients’ experiences with you and your practice.
Identify ways to continuously position your practice for growth, profitability or future acquisition.
Mitch is a principal and the Director of Client Experience for Rehmann. He is based in the Naples, Florida office. He is responsible for the direction of the firm's corporate service strategy focused on driving retention, loyalty and satisfaction. Mitch also works closely with firm leadership on firm-wide strategy and growth initiatives.
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