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

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

Course Description

Course Description

The oldest millennial turned 40 in 2020. They are not kids anymore and they expect their accounting firms to keep up with the times.  They don’t like email and they dislike technology that is not designed for their mobile devices.  So why haven’t firms evolved to meet their client’s expectations? 

Heightened competition combined with the removal of any home-town advantage means that firms who are able to make it drop-dead easy for clients of all ages to work with them (and still maintain a secure environment) will have an enduring advantage over firms who are still using traditional methods of working with clients. 

If this sounds daunting, it isn’t. The good news is that by making a very simple change in how you ask your clients to securely send documents to you, your firm can present a truly modern face to clients, and help staff get more work done at the same time.  

Come and learn in this online CPE course by Liscio how you can get clients to respond to your requests in as little as six minutes. Your staff will get more done, your clients will love working with you, and your firm will be positioned to thrive in 2021 and beyond.

Key topics covered in this online CPE webinar are:

  • What are the current trends in Client Experience, and how can accounting firms benefit?
  • What are clients of all ages looking for in terms of working with your firm?
  • How is ease of use for clients linked to staff productivity?
  • How can you easily arm your firm with the right technology?

Learning Objectives

  • To uncover the link between ease of use, and client response times
  • To delve into the differences and similarities between Millennial clients, and older generations
  • To evaluate how easy your firm is to work with, compared to other firms of similar size
  • To discover an easy and affordable way to get clients to respond quickly to requests for documents, without sacrificing security
  • To explore the software that drives Client Experience 2.0 firms

Recommended For

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

Who Should Attend?

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

Course Qualification

Webinar Qualifies For

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

Presenter

About Presenter

Chris Farrell

Chief Executive Officer (CEO) Liscio

Chris has spent his career working both as an accountant and with accountants. Chris started at Arthur Andersen and served as a public-company CFO prior to Liscio. For the last decade, Chris has worked with accountants to improve business operations, efficiencies and profits.

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

4.4

416 Ratings

Excellent

220

Very Good

152

Average

38

Poor

5

Terrible

1

AL

Allyse Lobonc, CPA (US)

Dec 30th, 2021

good

AP

Angie Paglinawan, CPA (US)

Dec 29th, 2021

Great presenter

TK

Tyler Konarik, CPA (US)

Dec 29th, 2021

Great lesson

SB

Steven Blake, CPA (US)

Dec 28th, 2021

This was an excellent course, and brought out a lot of interesting ideas.

EC

Elizabeth Cr0sby, CPA (US), Tax Pros

Dec 28th, 2021

very interesting and informative

Client Experience with accounting firms CPE Course

FREE

1 Credit

Subject Area

Business Management and Organization

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