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While real growth largely depends upon acquiring new clients, you should also consider current clients when promoting your firm. You may be able to increase profits by expanding current services, providing new services and obtaining referrals from current clients.
Client Service Review Program
You must accumulate certain information about a client before a client service review can be performed. Gathering this information will help the firm because it provides:
* a control on services to be performed for each client;
* guidance if the owner or staff handling the client is ill or otherwise absent;
* a basis for or recapitulation of the engagement letter;
* guidance to administrative staff on required files; and