Delivering Exceptional Client Services 1 Credit
Learning mode
What does client service mean to you?Â
When 50 accountants are asked to describe what client service means to them in just one word, each person would likely offer a different answer. Client service doesn’t have just one definition.Â
What good client service means to one person isn’t necessarily what good client service means to the next. However, everyone can agree that the key to long-lasting relationships and successful businesses is client service.Â
In the U.S., poor client service costs brands $83 billion every year.Â
Active investment in exceptional client service can produce generous returns and can combat this loss. A study has found that increasing client retention rates by 5 percent increases profits by 25 to 95 percent.Â
To keep your client coming back for more, businesses must provide a good product and a high-quality client experience. Doing so helps brands develop a strong competitive advantage.
Customer service is a powerful tool for both increasing customer retention, and acquiring new customers by creating loyal evangelists who will promote your business on your behalf
The goal of this CPE course is to provide you with the tools to provide exceptional client service to your clients from day one.Â
This CPE webinar explores qualities of exceptional client service, the 5 pillars of exceptional client service, and strategies to execute exceptional client service in your role.
| License details | Credits | Status |
|---|---|---|
| Communications and Marketing for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Communication for CPA in Canada | 1 CPD | Eligible |
| Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Communications and Marketing for Certified Fraud Examiner (CFE) | 1 CPE | Eligible |
| Oral and written communications for Certified Government Financial Manager (CGFM) | 1 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
| Chartered Accountant - ICAEW | 1 CPD | Eligible |
| Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Communications and Marketing for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
Credit
1
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.
Ty is a CPA with almost 20 years of experience in both public accounting and sales. Ty worked as an accountant at firms ranging from small to large prior to moving into the accounting technology sector successfully building sales training programs for both Wolters Kluwer and Bloomberg BNA. Working in different areas of the accounting industry, Ty recognized that sales and business development skills are a necessary part of the job of a CPA, but also the most underserved in terms of skill development and training. Ty’s passion is to provide the tools necessary for accountants to not only be successful but also enjoy business development. Ty has a Bachelor’s degree in Accountancy from Transylvania University in Lexington, KY.
What is Self Study (QAS)?
Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
How do I earn CPE credits through self-study?
To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.
Are the self-study courses approved by NASBA and other regulatory bodies?
Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.
What are the requirements to maintain compliance with self-study courses?
To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.
How can I access my course completion certificates?
After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
How are credits reported to governing bodies?
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
SM
Great learning
JC
Good course on how to provide good service
Feb 24, 03:30 PM ET
Feb 26, 09:30 AM ET
Feb 27, 09:30 AM ET
Mar 04, 09:00 AM ET
Mar 04, 09:30 AM ET
Mar 06, 04:00 PM ET
Inclusions
Multiple Credits
Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.
Certifications & Reporting
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.
Credit Tracker
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