Top 5 ways to convert tax return clients into retainer clients
ThomsonReuters
APRIL 13, 2023
If you have satisfied tax return clients, in many ways you’ve already taken a step towards recurring income. Even though a retainer can be a win-win, it can be a challenge to convert people and businesses who come to your accounting firm for their tax returns into consistent retainer clients. Here are 5 steps to make it easier.
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