Articles, Practice Aids, and ToolsNetwork Groups, PCPS Committees & Task Forces, Member Communications, and Calendar of EventsCalendar of eventsMembership requirements, benefits, dues information, and applicationAICPA publications, CPE, conferences
 
Search
 

Search Options

 

 
PCPS Home > Resources > Client Service Resource Center

Client Service Resource Center

According to the recent 2009 PCPS CPA Firm Top Issues Survey , client retention ranks as the top issue for all size CPA Firms.  There is no doubt the current economy has contributed to this critical issue firms are now facing.  Now, more than ever, is the time to do more with your clients and increase your perceived value to the client.

 

 

Client Retention Overview

This section provides an informative white paper on client retention as well as a straightforward checklist of items to consider in your client retention efforts.  Learn More>>

 

Improving Client Service

Learn the attributes of QUALITY client services and good service tips as well as Troy Waugh’s Five Star Client Service Model.  This section also discusses the extreme benefits of client surveys and client advisory boards and provides related guidance.  Learn More>>

 

Communicating and Connecting with Your Clients

This section discusses how to effectively communicate with your clients and guidance on how to articulate your value to your clients and potential clients.  Learn More>>

 

Working with Clients in Today’s Economy

This section offers advice from practitioners on how to advise clients during troubled times, based on their real-life experiences.  Also, learn more on how to manage billings and collections during this recession.  Learn More>>

 

Client Relationship Management

Client relationship management is crucial for firm survival.  This section outlines ways to stay on the forefront of your client’s minds and how to effectively handle client issues that may arise, while also providing useful tools on how to rank and focus your attention on your top clients.  Learn More>>

DISCLAIMER: This suite of resources has not been approved, disapproved, or otherwise acted upon by any senior technical committees of, and does not represent an official position of the American Institute of Certified Public Accountants. It is distributed with the understanding that the contributing authors and editors, and the publisher, are not rendering legal, accounting, or other professional services on this Web site. If legal advice or other expert assistance is required, the services of a competent professional should be sought.