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

Fostering Extraordinary Client Engagement in the New Economy

  • CPA (CA)
  • CPA (US)
Fostering Extraordinary Client Engagement in the New Economy

2 Credits

$20

Subject Area

Communications & Marketing

Webinar Qualifies For

0.5 CPE credit of Communication and Marketing for all CPAs

0.5 CPD credit (Verifiable) for Canadian CPAs

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

How to Use Technology to Scale your CPA Firm

Sep 21, 2021 | 01:00 PM EDT View Details

QBO: Banking Feed and Reconciling - Make Rules & Automate

Sep 21, 2021 | 01:30 PM EDT View Details

Tips On Engaging Employees In The Midst Of Crisis

Sep 21, 2021 | 01:30 PM EDT View Details

Report Writing Techniques for Audit Professionals

Sep 21, 2021 | 01:30 PM EDT View Details

The Fundamentals of PEOs: Everything You Need to Know to Find, Refer and Work with a Professional Employer Organization

Sep 21, 2021 | 02:00 PM EDT View Details

Accounting & Tax Implications of Accounting Changes & Errors

Sep 21, 2021 | 02:00 PM EDT View Details

IRS Representation Series - Reducing IRS Assessments for Interest & Penalties

Sep 21, 2021 | 02:30 PM EDT View Details

How to Make it Easy for Clients to Work with Your Accounting Firm

Sep 21, 2021 | 03:00 PM EDT View Details

Demystifying the Magic of Deferred Taxes

Sep 21, 2021 | 03:00 PM EDT View Details

Products and Services Subject to Sales Tax

Sep 21, 2021 | 03:30 PM EDT View Details

Auditing for Corruption

Sep 21, 2021 | 03:30 PM EDT View Details

Excel’s Data Validation Tools - keep out bad data from the start

Sep 21, 2021 | 03:30 PM EDT View Details

SOX Internal Controls For Accounts Payable, Receivable & Inventory

Sep 22, 2021 | 09:00 AM EDT View Details

S-Corp Preparation, Basis Calculations & Distributions – Form 1120S Schedule K & K-1 Analysis

Sep 22, 2021 | 09:00 AM EDT View Details

Updates to Significant GAAP Topics

Sep 22, 2021 | 09:30 AM EDT View Details

Course Description

Disruption in the economy is a key driver of change for businesses. Addressing change starts with your business's core values and then leading by example at all levels within your business and with clients. 

A steady and consistent client flow is more important than ever as practitioners rebuild and establish new ways to serve their clientele. Many accountants are reporting real suffering with their (lack of) client flow and are desperately seeking answers for how they can break through the economic challenges bounce back with record-breaking monthly profits and new clients.

Knowing each other's roles and duties along with the ability to relate and understand your clients in terms of communication is vitally important to foster engagement as part of the process over time. It is about leveraging the strengths of your business along with aligning your core values to your customers from within. This leads to developing engagement to interdependently grow together and serve customers at a deeper level.


Learning Objectives

  • Learn the importance of core values for expanding higher engagement with clients that lead to referrals
  • Learn the five most effective ways to foster engagement with clients
  • Learn marketing ideas to implement for client engagement

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Bookkeepers & Accountants & Tax Preparers
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA