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Accountants & Firms - 4 Steps To Gain, Retain & Expand High Value Clients

Ratings and Review

4.4

1249 Ratings

Excellent

643

Very Good

442

Average

121

Poor

21

Terrible

22

DA

Darlene Attard, CPA (US)

Mar 9th, 2021

I'm a CPA working for a financial planning firm and love using all my skills here and enhancing my advisor skills. I thought the ideas presented here will also help me at this RIA as we, too, have been adding value to our clients in different ways. So true all the 4 shifts that need to be made ... even in life ... being proactive not reactive in service, attracting the right clients with our posturing and delivering with confidence. Awesome webinar and so happy attended. Matt is providing a much needed service!

CL

Catrina Latten, CPA (US)

Nov 11th, 2019

I'm a CPA working in industry as the Director of Finance for a $6M manufacturing S Corporation. (Yes, I need the CPE) I wish my tax accountants would view this webinar, because I feel their focus is solely on the owner of the company and they provide very little advice to the business. The conversations are always reactive and focused on compliance and not very proactive in helping the company improve or to prepare for changes in tax law or to consider implication in our business plans & strategies.

JS

Julie Stolnis, CPA (US)

Jan 12th, 2021

The content seemed to be identical to a previous CPE called Let Your Accounting Practice Grow on Its own. Would have been nice to know. Although I listened in again since I lost my notes from the first one. Value enough that listening in twice was worth it!

EA

Emily Albertelli, CPA (US)

Apr 6th, 2021

The instructor was very knowledgable and you can tell this is his expertise. Effective learning program!

PA

Pamela Atuheire, CPA in Canada

Jun 5th, 2022

The webinar was insightful and the knowledge gained will be applied in growing and retaining high value clients.

Subject Area

Communications and Marketing

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