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Free cpe webinars
Building the Value of Your Client Base: Retention, Revenue & Profit

BUILDING THE VALUE OF YOUR CLIENT BASE: RETENTION, REVENUE & PROFIT

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 30, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
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. Panalitix is working with accounting firms that 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:


  • Define new "products" that clients will purchase

  • Determine how to target the clients who will benefit from these products

  • Recall how to build credibility and confidently propose new work to clients

  • Determine how to systematize this process, so it becomes "business as usual" for your firm

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE

Mark Ferris

Panalitix
Chairman and CEO
[email protected]
61 4 1762 3687

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Mark is an entrepreneur who has founded, built, and sold many businesses, mainly in the information technology industry. His businesses have served major multinational companies in business intelligence, process improvement, and procurement across Asia, North America, and Europe.

As an investor, Mark focuses on early-stage technology businesses, especially SaaS and content businesses. Mark lectures in an Executive MBA program on entrepreneurship, mentors numerous companies, and is a frequent business forum speaker.

About Our Presenter

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Panalitix helps accountants build the business they want. Using software, mentoring and content, their clients define and sell high-value services which help them stand out and grow their businesses profitably.