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REMOTE CLIENT EXPERIENCE BEST PRACTICES FOR SMALL FIRMS

4.4 (255)

Chris Farrell

Liscio

Thursday, September 24, 2020 | 02:00 PM EDT

  • CPA

1 Credit

FREE

Subject Area

Business Management and Organization

Webinar Qualifies For

1 CPE credit of Business Management & Organization for all CPAs

1 CPD credit (Verifiable) for Canadian CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Course Description

In the changing world of professionalism, the client experience is the only thing that has become the face of your firm. A smooth client experience is the base of the modern-day business progress and success.

A problem in the online client experience drives the client satisfaction away from your firm. They may be:

  • Trouble logging into your portal, 
  • Problems in sending passwords via email, 
  • Issues in asking you to resend documents, or 
  • Bad experience in text messaging you, etc.

The solution is simplification of online client experience. In this webinar, Chris Farrell, a professional with rich experience in helping accountants drives the conversation for the culture promoting online client experience for your firm and its clients.

The key benefits are:

  • Attracting more clients to your accounting practice
  • Making your practice more profitable
  • Retaining business clients for long term
  • Increasing your revenue multiple fold with improved online client experience

Enriching the effectiveness of your website and improving online client experience is very relevant in the post COVID19 situation and recommended for all online client services.

Learning Objectives

  • To explore how to profit from the shift to remote work
  • To identify how to reduce online client communication risks
  • To discover how to grow your practice by attracting a new generation of client
  • To recognize how multiple software applications can be combined into one

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Bookkeeper
  • Cloud Accountants
  • Cloud Firms
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Innovation Manager/Director
  • IT Managers
  • Outsourced CFO
  • Practice Administrators
  • Staff of Accounting Firm
  • Tax Firm
  • Tax Practitioners
  • Tax Pros
  • Xero Advisor
  • Young CPA

Testimonial

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    [no_of_record] => 255
    [average] => 4.3608
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4.4

(255)
53%
34%
10%
2%
1%

AT

Very good.