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Assessing Your Accounting Firm’s Client Experience Level

  • CPA (CA)
  • CPA (US)
  • Course Description
  • Course Qualification
  • Presenter
  • Faq

Course Description

Course Description

You work hard for your clients and you deliver real value to them.  But have you ever thought about your clients' overall experience working with you? Understanding the key drivers of delight (and creating a plan to leverage them) will not only differentiate your firm from others but will increase client engagement and loyalty as well.  

You will also learn about a simple and secure client-facing tool that can be utilized to dramatically improve your client experience level, without changing any of your back-office systems of processes.

This free online CPE webinar covers the following key topics:

  • What are the key elements that lead to the client’s delight
  • How to improve overall client experience

Click here for more related webinars on  | Business Management | Business Development |

Learning Objectives

  • To discover the key elements that lead to client delight
  • To examine the relationship between “how” you ask for documents, and “when” you receive them from clients
  • To discuss simple things you can do to increase your client’s feeling of delight during every touchpoint with your firm.

Recommended For

  • This online CPE webinar for CPAs is recommended for Accounting Firms and Other Professionals in Practice who wants to thrive by assessing their client's experience level and  giving the best client experience

Who Should Attend?

  • Accounting Firm
  • Accounting Practice Owners
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Public Accountant
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Tax Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPE Credit of Business Management and Organization for Certified Public Accountants (CPA-US)
  • 1 CPD Credit for Chartered Professional Accountant (CPA Canada)

Presenter

About Presenter

Alison Ball

Director of Marketing Liscio

Alison is passionate about helping firms to differentiate themselves by providing Client Experience 2.0TM to their clients. Before joining Liscio in August 2020, Alison spent 15 years leading accountant influencer programs at Intuit, and prior to that she was an accountant herself. She believes that life is too short to spend it with mean people, and any day she can help someone else be successful is a good day indeed.

About Company

Liscio

liscio.me/

Liscio is the leader in online client experience software for accountants. Liscio combines messaging, file exchange and storage, electronic signatures, task tracking and more in a single application for both mobile and web. Liscio reduces both cost and complexity while improving security. 

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

327 Ratings

Excellent

169

Very Good

120

Average

33

Poor

3

Terrible

2

KC

Kim Capilla, CPA (US)

Apr 9th, 2021

Comprehensive coverage of the subject considering the time limitation! Knowledgeable and excellent instructor!

CW

Cathy Wong, CPA (US)

Apr 9th, 2021

The presenter did a great job putting a lot of the information in layman's terms so it wasn't too difficult to understand, a great presentation, I hope he does more.

BK

Brittany Klug, CPA (US)

Apr 9th, 2021

The presentation was well-organized. It flowed smoothly and the graphics were enlightening and also very clear. Also, the time was managed very well.

LN

Linh Ngo, CPA (US)

Apr 9th, 2021

I enjoyed this webinar because I learned something that I was not aware of. I had never thought about tools for client-facing for a better client experience. This webinar pointed out the dos and don'ts about improving the overall client experience. I thoroughly enjoyed this webinar and would highly recommend it to young people.

JC

Jonathan Chapman, CPA (US)

Apr 9th, 2021

The information was presented at a reasonable pace. I had no questions about the information presented. The displays were easy to read, very informative, and answered any questions, which came to mind. The speaker was skilled in utilizing the displays in presenting the information of the webinar."

Assessing Your Accounting Firm’s Client Experience Level

FREE

1 Credit

Subject Area

Business Management and Organization

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