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21WI-0664: The Journey to Becoming a Cherished Advisor: The Soft Skills Needed to Create Long-Lasting Client Relationships (Webinar)

Date Friday, December 17, 2021
Time 11:00am - 12:00pm
Central Time
Location Online
CPE credits CPE 1.0
Field(s)
of study
Personal Development - Non-Technical (1.0)
Instructor Amy Vetter, CPA, CITP, CGMA
QuickStart Training, Inc.
Fees
Standard Member Fee $35.00
Standard Nonmember Fee $45.00
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Description

As accounting and bookkeeping professionals, we strive to improve our clients' businesses with the financial information we provide to them. Yet many of us still spend the majority of our time entering data and crunching numbers, which doesn't leave enough time in our day to help our clients actually improve their businesses at a holistic level. With cloud technology, artificial intelligence and machine learning, much of the traditional data entry tasks of the past will be reduced. However; the human side of the experience can never be replaced by technology, only enhanced. Our clients are asking for our time, and now with technology's gift of more time, we can learn to create the value our clients want by clearly communicating the meaning of financial data in a way that helps each company succeed and thrive. As a Cherished Advisor, you become a strategic partner that your business clients appreciates, highly values and can't imagine living without.

Who should take this program?

Senior Level Associate, Management, Partners, Firm Owners

Major subjects

  • Understanding what clients want versus accountants
  • Overcoming the fear of technology and disruption
  • Defining what a Cherished Advisor is
  • Learning soft skills to become a Cherished Advisor
  • Mentoring your team to become advisors
  • How to build additional value beyond accounting for your clients
  • The tools to utilize to become a thought leader in your selected niche
  • Delivering engagements in different ways
  • Creating a customer experience in your firm
  • Developing a sales process
  • Ongoing customer relationship management
  • Evaluating client happiness
  • Creating internal staff happiness

Learning objective(s)

  • Recognize what clients want versus accountants
  • Identify the soft skills needed to create better relationships with your clients and grow new service lines
  • Establish ways to build additional value beyond accounting for your clients
  • Identify sales and marketing techniques needed from discovery and throughout the client relationship

Notes:

Course code Code 21WI-0664
Sponsor AICPA
NASBA ID#: 112891
Level Basic
Format Group Internet Based
Prerequisites Prereq. None
Advance
prep
None
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