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Why Client Experience Matters in Every Accounting Firm

  • Accountant
  • CPA (CA)
  • CFE
  • CMA
  • CPA (US)
  • CA - ICAEW
  • ACCA
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

Did you know that Accountants waste up to 40% of their time gathering client documents in order to do their work? 

This includes chasing clients for documents, searching in multiple places, and dealing with pictures sent in via text. 

Firms who are able to make it drop-dead easy for clients to work with them, and still maintain a secure environment, have an enduring advantage over firms who are still using the traditional methods of communicating with clients.

The profession continues to change, as do client expectations. It’s no longer just about delivering a quality product or service. It’s about delivering an overall experience to clients—one that makes them feel good, confident, and willing to come back time and time again. Heightened competition and the modernization of client needs have challenged accounting professionals to find new and innovative ways to stand out from the crowd. 

Come and learn in this online CPE course by Alison Ball how making a simple change in how you ask clients to securely send documents to you can result in them responding 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 Free CPE webinar are:

  • What are clients looking for?
  • How to create a client experience that is convenient and predictable?
  • How to Arm your firm with the right technology?

Learning Objectives

  • To discuss the key factors involved in client response rates
  • 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 want to thrive by assessing their client's experience level and giving the best client experience.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Practice Owners
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPD Credit of Business Management and Organization for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit of Business Management and Organization for Certified Public Accountants (CPA-US)
  • 1 CPE Credit of Business Management and Organization for Certified Management Accountants (CMA)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookeeper
  • 1 CPE Credit of Business Management and Organization for Certified Fraud Examiner (CFE)
  • 1 CPD Credit for CA - ICAEW
  • 1 CPD Credit for Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for CPA - Ireland

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    None
  • Advance Preparation :
    None

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.

Presenter

About Presenter

Alison Ball

Director of Marketing, Liscio

Alison is passionate about helping firms to differentiate themselves by providing Client Experience 2.0TM to their clients. Before joining Liscio in August 2020, Alison spent 15 years leading accountant influencer programs at Intuit, and prior to that she was an accountant herself. She believes that life is too short to spend it with mean people, and any day she can help someone else be successful is a good day indeed.

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

4.3

593 Ratings

Excellent

292

Very Good

229

Average

60

Poor

8

Terrible

4

JHL

Jun Ho Lee, CPA (US)

Jun 9th, 2022

Very interactive. Great experience.

GH

Glen Helmbrecht, CPA (US)

Jun 9th, 2022

The instructor was very clear.

Joel D'souza
Joel D'souza, CPA (CA)

Jun 9th, 2022

Nice

KS

Khalid Sadek, CPA (CA), CRMA, CFE, CIA

Jun 28th, 2022

Good experience

ET

Emmanuel Talley, CPA (US)

Jun 9th, 2022

N/A

Why Client Experience Matters in Every Accounting Firm

FREE

1 Credit

Subject Area

Business Management and Organization

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