Big Four Reasons Why CPAs and Consultants Are Fired WEBCAST

Overview

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!

Highlights

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?

Prerequisites

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.

Designed For

Corporate financial leaders, corporate financial managers, CEOs, CFOs, controllers, board members, advisors, and consultants.

Objectives

Understand four causes why clients fire their CPAs and consultants, along with over forty recommendations to help prevent clients from moving on.

Preparation

None.

Notice

None.