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Grow Your Practice by
Focusing on Client Retention

Your client experience and retention
rate are inextricably linked.

How are leading CPA, EA, and tax accounting practices improving their client experience?

Tax and accounting professionals are increasingly being targeted by other pros – and other digital options – hoping to poach their clients. From DIY options to Intuit Live series and upstarts like Pilot, independent professionals need to start focusing on one of the most important metrics of them all: client retention.

According to a survey by American Express, more than half of Americans have scrapped a planned purchase or transaction because of bad service. Even more importantly, companies with great experiences have a 16% price premium on services, according to PwC.

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CountingWorks PRO Practice are Thriving

“It has been a pleasure working with CountingWorks PRO and ClientsWhy. My website went from zero to hero with their help. I am able to conduct client meetings using the video chat option and share screens with no issues.”

Seidah S., CPA

“The staff at CountingWorks PRO were nothing short of professional and expedient in communication response. They have done a magnificent job on our website and when I need something done on my website like code entered or something that I can’t do or move to the right spot, they get it done very quickly. Thanks to all the staff that played a part in helping us to grow and have nationwide visibility.”

Robert P., CEO

“Our firm has utilized this provider’s services for many years now and I cannot begin to say enough good things about the company and their team members. They provide ideas, guidance, a professional basket full of suggestions. Best of all, based upon what we decide we want to do our of all their suggestions, they get to work and implement the ideas. Our website looks terrific and functions well. Our clients often comment about it as well as the monthly newsletters. We achieve over a 60% open rate and if we were doing this ourselves, I doubt we would get to 20%. Keep those ideas coming!”

Bill P., Founder

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