Whether you are in public practice, a consultant, or in industry - no one wants to lose their clients or their job. What are the four leading reasons why clients fire their CPA or consultant? Why do these actions alienate clients? Some of these actions may be unintentional, but the result is the same, the client moves on. Frustrating because it takes a long time to cultivate good clients. This discussion focuses on over forty recommendations to strengthen the relationship with the client, to hopefully prevent the client from moving on. We will discuss proven techniques to effectively retain existing clients, keep you employed and help you gain new clients!
Do public practice CPA firms and consultants want to retain their clients? What are the Big Four Reasons Why CPAs are Fired? What are the actions to take to prevent being fired? What does a CPA offer to their clients?
At least six months of work experience in a professional accounting, finance or similar role, and at least six months of work experience communicating with other professionals in the business hierarchy.
Corporate financial leaders, corporate financial managers, CEOs, CFOs, controllers, board members, advisors, and consultants.
Understand four causes why clients fire their CPAs and consultants, along with over forty recommendations to help prevent clients from moving on.
Don Minges, MBA, is the principal at The Knowledge Institute, LLC, www.theknowledgeinstitute.com, a leading CPE provider. Don also serves as a fractional CFO who works in diverse industries at various stages. His expertise is in profitability enhancement, strategic planning, venture capital, mergers & acquisitions, consulting, turnarounds, economic forecasting, cost accounting and financial analysis. Don has experience raising equity and has invested equity into promising businesses. He has served on the Board of Directors for several firms. Don graduated with highest honors from the Fuqua School of Business at Duke. Don’s mission is to increase the value of the business.
Non-Member Price $109.00
Member Price $79.00