New PCPS Client Advisory Board Toolkit.

• Position: Update

In an uncertain economy, client retention has become a timely topic for practitioners. In fact in the 2009 PCPS CPA Firm Top Issues Survey, it was cited as the chief challenge for all firms. Before practitioners take on the task of addressing retention and service issues, it's good to get feedback and perspective from the clients themselves. To help PCPS members in that effort, PCPS created the PCPS Client Advisory Board Toolkit, a free member benefit. The toolkit includes a learning document, which provides an introduction and overview...