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Assessing Your Accounting Firm’s Client Experience Level

Ratings and Review

4.4

550 Ratings

Excellent

299

Very Good

192

Average

50

Poor

6

Terrible

2

KK

Kumani Kee, Accountant/Bookkeeper/Tax Professionals, AFE, CGAP, CPA (US), IAP, Tax Professional, TEP, PHRi, QAFP, CFE, Maryland Tax Preparer

Dec 10th, 2021

This webinar was perfect! I think a lot of times we as professionals look at things from our perception only. But we forget to see things from our clients perspectives. Our clients are busy, have families, and other things going on more times than none. This webinar reminded us of how important it is to really focus on the client and their needs outside of the services we provide as a whole.

AG

Amanda Girton, CPA (US)

Jun 21st, 2022

I really liked seeing the demonstration of the software, from the perspectives of both the firm and the client.

WDGI

William D. Griffith Iii, CPA (US)

Dec 2nd, 2021

Presentation showed how far behind I am in the real world I'm in. Need to advance my use of more advanced tech.

TM

Tracy Miller, Accountant/Bookkeeper/Tax Professionals

Jul 19th, 2022

Embarrassed to say I'd not thought of it from this angle. I really enjoyed seeing Liscio in action.

DS

Dale Scrimger, CPA (US)

May 13th, 2022

They had great examples and simplified the material.

Subject Area

Business Mgmnt and Org

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