It's All About Trust FLEXCAST

Overview

Trust, Trust, Trust! It can’t be emphasized enough. This course goes to the very heart of practitioner client relationships. We’ll discuss trust in the context of clients, scenarios, and common experiences that breathes life into the expression “CPA, most trusted adviser”.

Highlights

Connecting with clients. Bank financing. Cash flow management. Know your Client.

Prerequisites

None.

Designed For

CPAs, executives and marketing and financial professionals.

Objectives

Recall the perception clients have of practitioners and ways we can enhance those perceptions. Identify various value added services which strengthen the bonds of trust with clients. Recall tips CPAs can use to facilitate client transitions and obtain referrals from clients.

Preparation

None.

Notice

This is a FlexCast (no exam required) and may be viewed only Monday - Saturday, 5am - 5pm PT. You may take up to one year from the date of purchase to complete the course. Pause your FlexCast and resume at a convenient day during the hours above. Partial credit for 2+ credit courses: If you are unable to complete the course in one sitting, partial credit can be awarded (minimum of one credit). To earn the remaining credits, you must return later and start the course from the beginning. Use chat to ask questions of a subject matter expert during the program.