including examples of criteria.
by august aquila
max: maximize productivity, profitability and client retention
client tiering is a strategy used by cpa firms to categorize their clients based on various factors such as revenue, complexity of services, profitability and more. this approach helps the firm allocate resources effectively, provide tailored services and prioritize high-value clients.
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a tiering system for a smaller firm can be very simple with emphasis on billable hours, dollars and billing rate realized. for larger firms it can become more complex, and the firm may create more tiers.
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