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5 Tips to Grow Your Business in 2021 with a Digital Client Experience

  • Accountant
  • CPA (US)
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

Whether you’re a CPA looking to found a firm, or a bookkeeper wanting to start a part-time business, the goal is profitability. Without generating profit, you don’t have any income, and your accounting business fails. 2020 and beyond is the beginning of the digital era of business. If your company is not online, how do you expect to generate new leads and convert them into clients?

With 86% of buyers willing to pay more for a great customer experience, it's increasingly important to prioritize that experience for existing and prospective customers to grow your business. The delivery of services, especially in today's remote working situation, is requiring a shift from physical in-person meetings to digital tools to meet changing client expectations.

When the world has gone digital in a matter of days, how has your firm kept up with the new normal?

Join this webinar to gain 5 Tips to Grow Your Business in 2021 with a Digital Client Experience. From exploring the difference between customer satisfaction and client experience to ways of complimenting your physical services with digital tools, our Clinked team will deliver these tips based on data and our experiences helping 3,000+ clients in 22 countries deliver more to their clients and customers.


Learning Objectives

  • To get an overview of what a client experience is and why it's so important for accounting.
  • To identify the differences between client experience and customer satisfaction.
  • Identify ways to assess and perform gap analysis on the experience delivered to your existing clients
  • To identify the impact of a hybrid - physical and digital - client experience to grow your business in a secure and easy way
  • Discover how a winning virtual client experience could look like for your business

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Bookkeepers & Accountants & Tax Preparers
  • Business Owner
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPE Credit of Business Management and Organization for Certified Public Accountants (CPA-US)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookkeeper/Tax Professionals

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    None
  • Advance Preparation :
    None

NASBA APPROVED

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 through its website: www.NASBARegistry.org.

Presenter

About Presenter

Olivia Males

Business Development Associate, Clinked.com

Olivia Males to present this impactful session based on data and shared experiences helping 3,000+ clients in 22 countries deliver more to their clients and customers.


Olivia Males is a Client Success Analyst at Clinked.com. She has 5+ years experience in client facing roles, including account management and business development, in highly regulated industries. 



About Company

Clinked.com

clinked.com/

Clinked is a white-label client portal for business. We focus on the intersections of clients & your business – where client knowledge lives. Our client portal is used by 3,000+ businesses in 22 countries to deliver a seamless branded experience with bank-grade security for worry-free collaboration on highly sensitive client data. As a cloud-based platform, it’s an easy to manage self-service environment to connect clients with their service providers across geographies and time zones for real time interactions. Our Open API and Zapier integration allow businesses to streamline connections with third party softwares already in use to nicely connect your internal processes with your client activities. In addition, our brandable mobile app offers businesses a quick to implement mobile experience to upgrading services for an increasingly remote client base.  

About Presenter

Bakhyt Weeks

Digital Marketing Manager, Clinked.com

Sarah Broderick to present this impactful session based on data and shared experiences helping 3,000+ clients in 22 countries deliver more to their clients and customers.


Sarah Broderick is our Chief Revenue Officer responsible for the growth of Clinked’s commercial components, including client success.

Sarah joined Clinked after 15+ years of client facing experience in the software and financial industry with businesses and clients located in North America, Europe and Asia




About Company

Clinked.com

clinked.com/

Clinked is a white-label client portal for business. We focus on the intersections of clients & your business – where client knowledge lives. Our client portal is used by 3,000+ businesses in 22 countries to deliver a seamless branded experience with bank-grade security for worry-free collaboration on highly sensitive client data. As a cloud-based platform, it’s an easy to manage self-service environment to connect clients with their service providers across geographies and time zones for real time interactions. Our Open API and Zapier integration allow businesses to streamline connections with third party softwares already in use to nicely connect your internal processes with your client activities. In addition, our brandable mobile app offers businesses a quick to implement mobile experience to upgrading services for an increasingly remote client base.  

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.3

99 Ratings

Excellent

49

Very Good

32

Average

18

Poor

0

Terrible

0

MS

Mini Sharma, CPA (US)

Jan 29th, 2021

Very interesting and relevant topic

NR

Nolan Royle, CPA (US)

Jan 26th, 2021

Fantastic webinar

BW

Blaise Wabo, CPA (US)

Jan 26th, 2021

none

ST

Svetlana Toohey, CPA (US)

Jan 27th, 2021

n/a

RM

Roosevelt Moore, Tax Professional

Feb 23rd, 2021

I haven't gotten to this stage in my business yet but this is still very useful information. I can't stay small forever!

5 Tips to Grow Your Business in 2021 with a Digital Client Experience

FREE

1 Credit

Subject Area

Business Management and Organization

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