CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Accountant Marketing 101: Building an Exceptional Client Experience

  • CPA (CA)
  • CMA
  • CPA (US)
Exceptional Client Experience CPE course

1 Credit


Subject Area

Communications & Marketing

Webinar Qualifies For

1 CPE credit of Communication and Marketing for all CPAs

1 CPE credit for Certified Management Accountants (CMA)

1 CPD credit (Verifiable) for Canadian CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Course Description

Client experience includes all of those tangible elements and it adds a critical intangible component to the mix: emotion. It answers the question, “do I love working with this firm?” This kind of emotional appeal drives repeat business, referrals and firm loyalty. It’s quite possible to have perfect client service and never get any repeat business. But when you deliver an exceptional client experience, you create something special that engages people at multiple, sometimes unconscious, levels. Clients become excited about your service and your firm.

“They may not know it, but people are always buying an experience.”

Is your firm doing all it can to optimize your client experience?

When it comes down to it, operating a successful tax and accounting practice is so much more than just the actual act of doing the specific tasks you’re paid for. It’s about ensuring your clients are happy with the way they’re experiencing your firm — otherwise, you can be sure you’ll start losing clients to competitors who care.

The last few years have drastically changed how firms can interact with their clients as technology has opened a window of opportunity for firms to revitalize their client experience.

Major topics covered in this online CPE webinar:

  • The Tax & Accounting retention cycle
  • Setting the tone
  • Optimizing your onboarding processes
  • The basis of a great client experience
  • Going from great to exceptional

Register now for this online CPE webinar to learn best practices to nail the client experience.


Click here for more webinar on | Communication & Marketing | Personal Development | Business Organization & Management |

Learning Objectives

  • To summarize starting and best practices for onboarding a new client.
  • To identify basics of a GREAT client experience.
  • To list strategies to ensure your clients receive the most seamless experience possible to keep them coming back forever.

Who Should Attend?

  • Accounting Firm
  • Certified CPA Canada
  • Certified Management Accountant
  • Certified Public Accountant
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Tax Professionals
  • Young CPA


    [average] => 4.3143
    [no_of_record] => 35




Useful, practical and actionable advice.


Lee's presentation was great! lots of great tips and ways to build better customer engagement experience.