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23WA-3588: Big Four Reasons Why CPAs and Consultants Are Fired (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Friday, September 15, 2023
9:00am - 11:00am Central Time
2 CPE (2 non-technical)

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!

Major subjects

  • 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?

Learning objective(s)

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

Who should take this program?

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

Fees

Our records indicate you are a nonmember. If you register, you will be charged $79.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $79.00
checkmark Standard Nonmember Fee $79.00

More program information

Instructor Don Minges, MBA
Location Online
Area
of study
Management
Field(s)
of study
Business Management & Organization - Non-Technical (2.0)
Level Intermediate
Format Group Internet Based
Sponsor Business Professionals' Network, Inc.
NASBA ID#: 107810
Prerequisites Prereq. 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
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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If you have questions about this event, please call us at 952-831-2707.