Big Four Reasons Why CPAs and Consultants Are Fired
Online
2.00 Credits
Member Price $79.00
Non-Member Price $109.00
Overview
Whether you are in public practice, a consultant, or in industry – no one wants to lose their clients or their job. But why do so many CPAs treat their clients badly? Result - the client fires that CPA. What are the four (4) leading reasons why clients fire their CPA or consultant? Why do these actions alienate clients? Agreed, 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.
The discussion focuses on over forty (40) recommendations to strengthen the relationship with the client, to hopefully prevent the client from moving on. You may not practice the Big Four Reasons Why CPAS are Fired, but you probably know others who do. What are the lessons learned? We will discuss proven techniques to effectively retain existing clients, keep you employed and help you gain new clients!
Objectives
- Understand four causes why clients fire their CPAs and consultants along with over forty recommendations to help prevent clients from moving on
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?
Designed For
Who should attend: Corporate Financial Leaders, Corporate Financial Managers, CEOs, CFOs, Controllers, Board members, advisors, and Consultants.
Prerequisites
- At least six (6) months of work experience after college graduation, in a professional accounting, finance or similar role, and 2) at least six (6) months of work experience communicating with other professionals in the business hierarchy and with clients, vendors, suppliers and others.
Preparation
None
Notice
Your webinar can be accessed via https://ctcpas.acpen.com/Account/loginhttps://ctcpas.acpen.com/. If you do not have an ACPEN account, please sign up for an account using the email address you have on file with CTCPA.
Leader(s):
Leader Bios
Don Minges, The Knowledge Institute
Don is a fractional CFO who has worked in diverse industries at various development stages. He has experience in profitability enhancement, strategic planning, venture capital, mergers & acquisitions, consulting, turnarounds, economic forecasting, cost accounting and financial analysis. Don has been able to raise equity for several growing firms and has invested equity capital into promising businesses. He has served on the Board of Directors for many firms. He graduated with highest honors from the Fuqua School of Business at Duke.
Non-Member Price $109.00
Member Price $79.00