Surgent’s Mastering Client Management for Accounting and Finance Professionals
Description
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.
Objective
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
Advanced Preparation
None
Required Knowledge
None
Who Should Attend
Anyone in the accounting or financial service professions who seeks to gain a better understanding of strategies to improve client relationships
Credit Types
- CPE – Business Management & Organization
Registration Fees
| Registration | Type | Price |
|---|---|---|
| WRS56326: Registration – Member | Mem | $105 |
| WRS56326: Registration – Non-Member | NM | $230 |
The North Carolina Association of Certified Public Accountants 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 through its website: www.nasbaregistry.org/.For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.