Why accounting firms need a CRM 1 Credit
Learning mode
If you are working as an accountant, you need to use a variety of accounting programs daily. However, accounting software is mostly focused on numbers, while your job includes more responsibilities.
With relationships between accountants and clients or prospects becoming more important than ever, having a system in place to manage client relationship processes has become critical to success.
Implementing a CRM in an accounting firm can be the secret to both growth and retention.
CRMs can manage everything from the pre-sale process through the client experience while they work with the firm.
Unfortunately, not all accountants understand all the benefits of CRM tools for their business. If you are one of those still thinking that CRM solutions are only for marketing professionals, you are mistaken.
Having a system in place to manage your processes not only helps automate the process so that nothing falls through the cracks, but also can provide insight and data into your clients and prospects to drive greater efficiency in the firm.
Customer experience is paramount and to develop relationships you need to know where each customer is on their journey.
That’s why a good CRM system not only saves time and brings efficiencies but can also help manage relationships.
This CPE webinar by Ty Hendrickson will provide you with complete information on how to use a CRM to provide better client service or to manage business development pipelines and forecasts.
| License details | Credits | Status |
|---|---|---|
| Business Mgmnt and Org for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Business Mgmnt and Org for CPA in Canada | 1 CPD | Eligible |
| Business Mgmnt and Org for Certified Management Accountants (CMA) | 1 CPE | Eligible |
| Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
Credit
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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.
Ty is a CPA with almost 20 years of experience in both public accounting and sales. Ty worked as an accountant at firms ranging from small to large prior to moving into the accounting technology sector successfully building sales training programs for both Wolters Kluwer and Bloomberg BNA. Working in different areas of the accounting industry, Ty recognized that sales and business development skills are a necessary part of the job of a CPA, but also the most underserved in terms of skill development and training. Ty’s passion is to provide the tools necessary for accountants to not only be successful but also enjoy business development. Ty has a Bachelor’s degree in Accountancy from Transylvania University in Lexington, KY.
Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
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SG
This training literally let us know about why CRM is necessary for our business and how we can use CRM to enhance the profitability of our firm.
Jan 22, 11:00 AM ET
Jan 22, 04:00 PM ET
Jan 24, 01:30 PM ET
Jan 31, 01:00 PM ET
Jan 31, 02:30 PM ET
Jan 31, 04:00 PM ET
Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.
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