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Improving Your Client Communication Strategy: A Guide for Accounting Professionals

  • CPA (US)
  • CFE
  • CMA

Published : July, 2022

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Free (Only Today)

1 Credit

Subject Area

Business Mgmnt and Org

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Introduction
    1 mins
  • Best practices for client communication
    4 mins
  • One communication, one project
    15 mins
  • Email marketing – a great place to start
    19 mins
  • Why should you use social media as a marketing tool?
    29 mins
  • What is social listening?
    38 mins
  • Utilizing your social media pages as content
    48 mins
  • Conclusion
    51 mins

Course Description

In this podcast, Keely Leonard, Director of corporate communications at CPA Charge takes a conversation forward on Improving Your Client Communication Strategy: A Guide for Accounting Professionals with Emily Parker Brand, manager of the CPA charge

They discuss on following subjects:

  • Best practices for client communication
  • One communication, one project
  • Email marketing – is a great place to start
  • Why should you use social media as a marketing tool?
  • What is social listening?
  • Utilizing your social media pages as content
  • Quick fixes you can make to improve your communication practices.

Learning Objectives

  • To discuss best practices for client communication.
  • To explain the concept of one communication, one project.
  • To review email marketing – is a great place to start.
  • To explain why should you use social media as a marketing tool.
  • To analyze what is social listening.
  • To discuss utilizing your social media pages as content.
  • To inspect quick fixes you can make to improve your communication practices.

Course Qualification

Webinar Qualifies For

  • 1 CPE Credit of Business Mgmnt and Org for Certified Public Accountants (CPA-US)
  • 1 General Credit of Business Mgmnt and Org for Accountant/Bookkeeper/Tax Professionals
  • 1 CPD Credit of Business Mgmnt and Org for CPA in Canada
  • 1 CPE Credit of Business Mgmnt and Org for Certified Fraud Examiner (CFE)
  • 1 CPE Credit of Business Mgmnt and Org for Certified Management Accountants (CMA)
  • 1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountant - ICAEW
  • 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 :
    QAS Self Study
  • 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

Expert Speaker

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.

About Company

CPACharge

cpacharge.com

CPACharge provides CPAs, EAs and accounting professionals with a simple, secure way to accept client credit, debit, and eCheck/ACH payments from their office, on their websites or on-the-go. Trusted by more than 150,000 professionals, CPACharge requires no contracts, setup or cancelation fees and is the only payment solution offered by the AICPA as a member benefit.

Host

Keely Leonard

Public Relations and Social Media Manager, CPACharge

Keely Leonard is the Social Media & PR Manager for CPACharge. Keely has over seven years of experience in marketing, advertising, social media and public relations.

About Company

CPACharge

cpacharge.com

CPACharge provides CPAs, EAs and accounting professionals with a simple, secure way to accept client credit, debit, and eCheck/ACH payments from their office, on their websites or on-the-go. Trusted by more than 150,000 professionals, CPACharge requires no contracts, setup or cancelation fees and is the only payment solution offered by the AICPA as a member benefit.

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.
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  • 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.
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Ratings and Review

4.5

49 Ratings

Excellent

33

Very Good

8

Average

6

Poor

0

Terrible

0

JH

Jane Henson, CPA (US)

Nov 11th, 2023

Good suggestions plus learned more about available sites and things to focus on.

AS

Adam Schneider, CPA (US)

Dec 22nd, 2023

Great speakers with thoughtful conversation and insights

AL

Andy Lee, CPA (US)

Jun 13th, 2024

Great!

KM

Katherine Mattingly, CPA (US)

Nov 26th, 2023

very helpful

AS

Agata Steenken, CPA (US)

Jan 22nd, 2024

Too much repeats