CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Its All About Trust

You need to register for the webinar to watch the video.

Click Here to Register

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


  • A client's view
    3 mins
  • Connecting with clients
    11 mins
  • Planning
    20 mins
  • Side step to value
    29 mins
  • Know your client
    37 mins
  • Clients and (when to) get to know them
    44 mins
  • Action - Getting referrals
    52 mins

Course Description

Trust is the foundation of a long, deep relationship, a partnership, where client confidence in their professionals meets forward-thinking advice based on business expertise, technical skills, sophisticated use of technology and data, and a constant desire to demonstrate value.

Accounting, advisory, taxation, consulting, and attestation etc. all are the businesses dependent more on the client’s trust in their professional than anything else. Therefore we see in trust is being emphasized for all the dealings. It is the heart of the professional/practitioner client relationship. 

This 1-hour on demand CPE webinar goes to the very heart of practitioner client relationships to explain the following statement - “Trust, Trust, Trust...! It can’t be emphasized enough.” In this CPE webinar we will discuss trust in the context of clients, scenarios, and common experiences that breathes life into the expression “CPA, most trusted adviser”.

Key topics included in the webinar:

  • A client’s view
  • How we wish to be viewed
  • Connecting with clients
  • Know your client
  • Client transition
  • When to get to know them
  • Why aren’t you getting referrals
  • The Trusted Advisor

Recommended for:

This Communications and Marketing CPE webinar is recommended for CPAs looking to retain existing clients and develop relations with prospective new clients.

Learning Objectives

  • To recall the perception clients have of practitioners and ways we can enhance those perceptions.
  • To identify various value added services which strengthen the bonds of trust with clients.
  • To recall tips CPAs can use to facilitate client transitions and obtain referrals from clients.

Who Should Attend?

  • Accountant
  • Accounting and audit managers/practitioners
  • Accounting Firm
  • Auditors
  • Certified Fraud Examiner
  • Certified Management Accountant
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA