Episode 1: Grow your Practice by Focusing on Client Retention

08/09/21 • 27 min

It is more important now than ever to focus on the client experience. Tax and accounting practices are realizing that a client’s experience, both online and offline, determines how much they will spend with you and what they will share about you online. Join us for episode 2 to learn more about churn/retention, reasons you may lose a client and how to prevent them, and 8 traits of our most successful practices who excel at client retention.

Previous Episode

Intro: Welcome to the Growth Minded Accountant

Join us for an introduction to CountingWorks PRO and our CEO/Founder Lee Reams II! Accountant Marketing is our favorite topic and after decades in the digital marketing world, we are ready to share best practices, tips, stories, and MORE in our new podcast space.

Next Episode

Episode 2: R&D Tax Credit feat. Patrick Shelley

Join us as CountingWorks PRO Founder/CEO Lee Reams II and Patrick Shelley with Herowood dive into R&D Tax Credits and Patrick's background in the industry. The Research and Development (R&D) Tax Credit remains to be one of the best opportunities for businesses to substantially reduce their tax liability which is why in this episode emphasize why CPAs, EAs, and tax professionals should care about the R & D tax credit and more.
Get in touch with R & D experts and learn more here.