Habif, Arogeti, and Wayne, the largest regional CPA firm in the Atlanta area, USA, was facing aggressive competition from major accounting companies, and the firm decided to develop new services to thwart the competition and create new sources of revenue. Previously the firm counselled clients on selecting money management tools without charging a fee. The firm created an additional high value money management service designed to help retain and satisfy valuable clients and create a new source o...

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4.1.4 Develop & implement marketing strategy

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