Assessing Your Firm’s Client Experience Level

4 (18)

Alison Ball

Liscio

Friday, April 09, 2021 | 02:00 PM EDT

  • CPA Canada
  • CPA

1 Credit

FREE

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

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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

Testimonial

4

(18)
39%
33%
22%
0%
6%

BP

This course was ok. I felt it was more of an advertisement for a product.

BP

This course was ok. I felt it was more of an advertisement for a product.

JK

Another sales pitch....

JD

It was basically an ad for their product and a waste of my time. I left after 20 minutes.