How to Fire a Client

And How to Keep the Good Ones.

Capstone Marketing, led by CPA Trendlines expert author Jean Caragher, is completing its Capstone Summer Series with their Hello-Goodbye End of Summer webinars.

Each is 50-minutes and eligible for one CPE credit. The cost of the two-webinar bundle is $58 and includes:

September 24, 2019 - Client Retention Strategies Every Firm Can Use
October 1, 2019 - How to Fire a Client

CPA firm executives, managers and marketers can register here.

“CPAs strive to build and maintain a profitable, rewarding client base,” says Jean Caragher, Capstone Marketing’s president. “This requires evaluating both new business prospects and current clients. The final two webinars of our Capstone Summer Series will focus on identifying the best prospects and how to retain them, and determining which clients need to be fired.”