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Mastering Client Management for Accounting and Finance Professionals (CLM2)

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Live Webinar SELECT STARTING AT $99 (11 dates)

Credits: 2

Qualifies For: CPE

Instructor(s): Jason Cornell, Esq.

$99

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Mastering Client Management for Accounting and Finance Professionals (CLM2)

  • Customer Rating
    Reviews Not Available.
  • Field of Study
    Business Management & Organization
  • Level
    Basic
  • Credits
    2
  • Qualifies for

    CPE

Overview

Do you want to build stronger relationships with your clients, improve client retention, and drive growth in your practice? This course delves into the essential strategies for effective client management in today's competitive landscape. Client relationships, like any relationship, can be challenging to manage. Miscommunication, differing work styles, and unrealistic expectations are some of the challenges accounting and finance professionals routinely encounter. However, when accounting clients and members of your team are on the same page, client loyalty and profitability improve while conflict is minimized. This webinar explores proven strategies to improve relationships between accounting and finance professionals and their clients.

Major Topics:

  • The evolving landscape of client expectations in the accounting profession
  • Building strong and lasting client relationships through effective communication, empathy, and proactive service
  • Implementing efficient client onboarding and engagement processes
  • Leveraging technology to streamline communication, enhance collaboration, and deliver personalized service
  • Effectively resolving client concerns and complaints
  • Utilizing client feedback to continually improve your practice

Learning Objectives

  • Identify and manage client risks and expectations
  • Develop strategies for boosting client satisfaction and loyalty
  • Understand client management best practices
  • Develop practical skills to build stronger client relationships and improve client satisfaction
  • Leverage technology to enhance your client service capabilities
  • Discover strategies to optimize client retention and drive growth in your practice

Designed for:

Anyone in the accounting or financial service professions who seeks to gain a better understanding of strategies to improve client relationships

Prerequisite:

None

Advanced Preparation:

None

Interested in bringing this course into your firm?

PRIVATE WEBINARS AND LIVE ON-SITE COURSES ARE AVAILABLE. LEARN MORE.
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Qualifies for

CFP CFP® Board-approved CE for Certified Financial Planners


CMA IMA-approved CE for Certified Management Accountants

CPE NASBA-approved CPE for Certified Public Accountants


CTEC California Tax Education Council-approved CE

IRS IRS-approved CE for Enrolled Agents and the AFSP


YB GAO-fulfilling Yellow Book audit requirements

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