- NY Credits : 2.0
- TX Credits : 2.0
Checkpoint Learning
Course Detail
This interactive self-study course takes a look at best practices firms can use for hiring and firing clients. It discusses how to evaluate and prune a firm's client list, warning signs that indicate problem clients, and methods for terminating a client relationship in a professional way. It also examines how firms can expand their business using retention, referrals, marketing, and proposals.
Included with subscription(s):
Avoiding Legal Liability for CPA Firms
It is important for a CPA firm to have a program for recognizing and managing liability ri...
$29
1 credits
Online and Mobile Courses
Effective Problem Solving
In a single day, you will be bombarded with countless choices. With each choice, a decisio...
$29
1 credits
Online and Mobile Courses
Personal Finance and Living Debt Free
This course presents information on becoming free of debt and how to avoid debt in terms o...
$29
1 credits
Online and Mobile Courses
Analyzing Financial Statements for Profit Improvement
Financial analysis is an art much more than a science. The calculations made are arithmeti...
$79
4 credits
Online and Mobile Courses