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Building Firm Loyalty

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Before starting this self study program, please go through the instructional document.


  • Growth during a crisis
    3 mins
  • Loyalty as a growth strategy
    10 mins
  • Client service
    13 mins
  • What makes food client service?
    19 mins
  • Ways to improve employee investment
    28 mins

Course Description

To create a solid, long-term growth strategy, firms must include two very important factors: new business development and firm loyalty. 

This CPE course focuses on the loyalty factor and how this plays directly into the growth of an accounting firm. 

Loyalty in the form of employees and clients can have a significant impact on the bottom-line profitability of any accounting firm with an increased client and employee retention directly impacting productivity. 

When you nurture loyalty in the people that work for you, you’ll start to see some incredible benefits for everyone involved. When employees are loyal to their workplace, they will be more willing to invest in their work, innovating new ideas, and going the extra mile. Loyal employees are happy employees, after all, and as Forbes reports, happy employees mean “hefty profits”.

Did you know it costs five times more to acquire new clients than it does to retain current clients?

And did you know existing clients are 50% more likely to continue with your firm as well as spend 31% more than new clients?

Whether or not you currently have a loyalty program that encourages your clients to return and conduct more business with you, the above statistics clearly show the importance and impact of a successful client loyalty program.

Client loyalty also fosters a strong sense of trust between your firm and clients — when clients choose to frequently return to your firm, the value they're getting out of the relationship outweighs the potential benefits they'd get from one of your competitors.

This course outlines how to build loyalty within accounting firms and strategies for immediate improvements.

Learning Objectives

  • To define the role loyalty plays in a growth strategy.
  • To label the three sections of the loyalty wheel.
  • To list 4 ways to improve client service.
  • To list 4 ways to improve the investment in employees.
  • To list 4 ways to improve firm culture.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA