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Level client characteristics - PowerPoint PPT Presentation

C REATING A ND I MPLEMENTING A C LIENT A CCEPTANCE P OLICY Presented by Sam Allred,

C REATING A ND I MPLEMENTING A C LIENT A CCEPTANCE P OLICY Presented by Sam Allred, Founder and Director of Upstream Academy. While there are many excellent strategies for building a profitable accounting practice, few things will help more than choosing and retaining the right clients.

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Level client characteristics - PowerPoint PPT Presentation

C REATING A ND I MPLEMENTING A C LIENT A CCEPTANCE P OLICY Presented by Sam Allred,