Client Service

Courses in the “Client Service” category include the following:

Consulting Services vs. Compliance Services: Managing the Difference

Consulting Services vs. Compliance Services: Managing the Difference CPAs have worked hard to become not just historians (dutifully ensuring clients are in compliance) but trusted advisors (regularly offering fresh ideas, proactively identifying needs, and consistently recommending innovative solutions to client challenges).  You know you can’t continue to market, grow and manage your consulting practice like […]
Read More →

Creative Ways to Deepen Your Client Relationships

Creative Ways to Deepen Your Client Relationships Nothing is more important to firm growth and stability than retaining key clients. Attend this session to explore creative programs that firms are using to deepen their client relationships and become an indispensable asset. In this session we’ll explore: Ideas to position yourself as a true trusted advisor […]
Read More →

Deepening Your Client Relationships to Enhance Your Value (1-day workshop)

Deepening Your Client Relationships to Enhance Your Value (1-day workshop) If asked, most of us would say that we’re committed to 100% client referenceability and client relationships that last a lifetime. Yet few of us really measure how we’re doing in this area or what else we can do to better serve our clients. When […]
Read More →

Delivering Exceptional Client Service

Delivering Exceptional Client Service In a professional services firm, our people make or break the quality our clients perceive. Still, we seem to take for granted that everyone knows the foundational elements of exceptional client service and may not spend enough time training or communicating on this critical subject. Attend this session to explore the […]
Read More →

Delivering Exceptional Client Service (1-day workshop)

Delivering Exceptional Client Service (1-day workshop) In a professional services firm, our people make or break the quality our clients perceive. Still, we seem to take for granted that everyone knows the foundational elements of exceptional client As a result, we may not spend enough time training or communicating on this critical subject to explore […]
Read More →

Developing Innovative Client Solutions to Make a Bigger Difference

Developing Innovative Client Solutions to Make a Bigger Difference Nothing is more important to firm growth and stability than retaining key clients. In this highly interactive session with facilitated group and table-top discussion, we will explore creative ideas to truly be proactive and consultative to expand the value you deliver to clients. In this session, […]
Read More →

Effectively Transition Clients

Effectively Transition Clients CPA firms across the country are preparing for the retirement of thousands of talented Baby Boomer CPAs. Many elements of succession need attention, but one of the most important areas to address is effective client transition. Attend this session to discuss answers to the four most common client transition concerns retirees – […]
Read More →

Engaging NextGen Clients

Millennials have surpassed Baby Boomers as the largest living generation in the US. Young buyers are transforming the way we call a taxi, stay in touch with business colleagues and shop for essentials. And their expectations are driving changes to the traditional CPA firm client engagement and service delivery models.  Attend this session to: Understand […]
Read More →

Helping Your Clients Retire with Grace: Understanding the Psychology of Letting Go

Helping Your Clients Retire with Grace: Understanding the Psychology of Letting Go For many, it can be very difficult to give up their life’s work and transition into retirement. This session is designed to help you guide those nearing retirement to develop an all-new possibility for life after retirement. We’ll explore: Overcoming the psychological barriers […]
Read More →

Navigating Challenging Client Relationships

Navigating Challenging Client Relationships We know that you appreciate your clients – the relationships, the opportunity to make a difference and the continued business you gain from them. We also know that not all clients are created equal and that some clients are more challenging to communicate and interact with than others. Take steps to […]
Read More →
css.php