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Building the Value of your Client Base: Retention, Revenue & Profit

  • CPA (CA)
  • CMA
  • CPA (US)
client retention CPE Course

1 Credit


Subject Area

Business Management and Organization

Webinar Qualifies For

1 CPE credit of Business Management & Organization for all CPAs

1 CPE credit for Certified Management Accountants (CMA)

1 CPD credit (Verifiable) for Canadian CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Course Description

What if your clients were more loyal (increased retention) and paid more fees (increased revenue) for more valuable work (increased profit)? Simply put, the value of your business would grow and you would be less reliant on attracting new clients through marketing and sales.

Sounds easy… but accountants find it challenging to:

  • Define new ‘products’, which clients will buy
  • Target the clients who will benefit from these products
  • Build credibility and confidently propose new work to clients
  • Systematize this so it becomes ‘business as usual

Panalitix is working with accounting firms who are embracing this challenge… and succeeding.

This webinar is suited to accountants who want to offer more to clients… and get better rewards. We’ll look at best practices you can quickly implement to drive results in client retention, revenue and profit.

Learning Objectives

  • Increase client retention leading to more profitable, long-term relationships
  • Increase revenue from clients by up-selling 
  • Implement systems to find more work among clients
  • Classify clients so you know who to target 
  • Add more value to your client's businesses 

Who Should Attend?

  • Certified Management Accountant
  • Certified Public Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Young CPA





all good