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

Assessing Your Firm’s Client Experience Level

  • CPA (CA)
  • CPA (US)
Assessing Your Firm’s Client Experience Level

1 Credit


Subject Area

Business Management and Organization

Webinar Qualifies For

1 CPE credit of Business Management & Organization for all CPAs

1 CPD credit (Verifiable) for Canadian CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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.

Key topics discussed in this online CPE webinar for CPAs are:

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

Recommended for:

This online CPE webinar for CPAs is suited for accounting, tax and bookkeeping firms of all sizes who are seeking to attract and retain excellent clients, by understanding and adopting a Client Experience 2.0 mindset firm-wide. 

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.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Public Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Tax Firm
  • Young CPA





Fantastic webinar with knowledgeable, interesting, and energetic presenter! Thank you for sharing and educating us through myCPE


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


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.


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


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.


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."