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Delivering Exceptional Client Services

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


  • What does client service mean to you
    2 mins
  • Client service fundamentals
    10 mins
  • Building Relationships
    16 mins
  • Communicate mistakes
    25 mins
  • Transparency
    34 mins

Course Description

What does client service mean to you? 

When 50 accountants are asked to describe what client service means to them in just one word, each person would likely offer a different answer. Client service doesn’t have just one definition. 

What good client service means to one person isn’t necessarily what good client service means to the next. However, everyone can agree that the key to long-lasting relationships and successful businesses is client service. 

In the U.S., poor client service costs brands $83 billion every year. 

Active investment in exceptional client service can produce generous returns and can combat this loss. A study has found that increasing client retention rates by 5 percent increases profits by 25 to 95 percent. 

To keep your client coming back for more, businesses must provide a good product and a high-quality client experience. Doing so helps brands develop a strong competitive advantage.

Customer service is a powerful tool for both increasing customer retention, and acquiring new customers by creating loyal evangelists who will promote your business on your behalf

The goal of this CPE course is to provide you with the tools to provide exceptional client service to your clients from day one. 

This CPE webinar explores qualities of exceptional client service, the 5 pillars of exceptional client service, and strategies to execute exceptional client service in your role.

Learning Objectives

  • To relate the impact of client service.
  • To list the 5 fundamentals of client service.
  • To relate the 5 fundamentals to the current role.
  • To list the 6 ways to execute exceptional client service.
  • To relate the client service execution to fundamentals.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Certified Management Accountant
  • Certified Public Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA