Improving Your Client Communication Strategy: A Guide for Accounting Professionals

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Improving Your Client Communication Strategy: A Guide for Accounting Professionals

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Learning Objectives

To identify the current status of your client communication strategy.
To discover best practices for communication, both internally and externally.
To analyze the quick fixes you can make to improve your communication practices.

Course Description

Course Description:

In general, accounting professionals tend to focus more on getting the work done and not so much on how they interact with clients to get it done. However, continuously improving client communication is remarkably important and should be a top priority.

Effectively communicating with customers is essential to the success of any business. Adapting to the different communication styles and emotions of customers will help you build customer relationships through better customer conversations. Improving conversations with customers enables efficient, high-quality client service.

In this CPE course, Emiley Parker, Brand Manager with CPACharge will discuss everything you need to know but didn't think to ask about email marketing and social media as well as how and when to communicate with your clients.

Whether you know your communication needs improvement or you just want to learn the current best practices, you don't want to miss this CPE/CPD webinar!

Webinar Qualifies For

1 CPE Credit of Communications and Marketing for Certified Public Accountants (CPA-US)
1 General Credit for Accountant/Bookkeeper/Tax Professionals
1 CPD Credit of Communication for CPA in Canada
1 CPE Credit of Communications and Marketing for Certified Fraud Examiner (CFE)
1 PDC Credit for SHRM Professionals (Approval No. 22-CD2UC)
1 CPE Credit for Certified Information Systems Auditor (CISA)
1 RCH Credit of HR (General) for Human Resource Certification Institute (HRCI) (Approval No. 595474)
1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
1 CPE Credit for Certified Government Financial Manager (CGFM)
1 CPD Credit for Chartered Accountant - ICAEW
1 CE Credit for Certified Wealth Strategist (CWS)
1 CE Credit for Certified Fiduciary and Investment Risk Specialist (CFIRS)
1 CE Credit for Certified FP&A Professional (FP&A)
1 CPD Credit for Chartered Accountants - Scotland
1 CPD Credit for Chartered Accountants - Ireland (CAI)
1 CPD Credit for CPA - Ireland

About Instructor

Emiley Parker

Brand Manager, CPACharge

Emiley Parker is the Brand Manager for CPACharge. As a marketing professional, she has 10+ years’ experience driving all things marketing, from building strong brands to executing strategies to grow successful businesses. Emiley enjoys speaking about payment solutions and sharing best practices to help professionals manage their business.

Additional Information

Duration

1 Hour

Instructional Method

Group Internet Based

FAQ’s

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NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Ratings and Review

4.3

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Cindy Nguyen, Accountant/Bookkeeper/Tax Professionals

great presentation

Devin Cavanaugh, CPA (US)

good topic

Frank Tassone, CPA in Canada, CGA

good info, but did not apply directly to my job but see where see where I can adapt

Paul Withrow, Accountant/Bookkeeper/Tax Professionals, CPA (US)

1 Credit

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Subject Area

Communications and Marketing

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Improving Your Client Communication Strategy: A Guide for Accounting Professionals

Course Details

Learning Objectives

Course Description

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Emiley Parker

Other Details

Additional Information

1 Hour

Group Internet Based

FAQ’s

NASBA APPROVED

Ratings and Review

4.3

Cindy Nguyen, Accountant/Bookkeeper/Tax Professionals

Devin Cavanaugh, CPA (US)

Frank Tassone, CPA in Canada, CGA

Paul Withrow, Accountant/Bookkeeper/Tax Professionals, CPA (US)

Subject Area

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