How to entice their patrons to transact more frequently

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Problem: CPA Firm Juliet is an accounting firm employing 11 Certified Public Accountants and 10 other staff members across three offices in a major metropolitan area in the U.S. Currently, the firm only does tax preparation work [roughly 75 percent corporate clients; approximately 25 percent private individual clients]. CPA Firm Juliet is open to the idea of adding other types of accounting / financial services to their offerings list. The owner of CPA Firm Juliet would like your advice regarding how to entice their patrons to transact more frequently.

Reference no: EM133560013

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