10 Keys to Outstanding Service and More Referrals
Monday, June 15, 2026
10 a.m.-1:35 p.m. Central
4 CPE (4 non-technical)
Course code: 26WA-2565
View pricing
In a competitive economy, CPAs and their firms need a way to stand out. The best way to do this is to give outstanding service to your clients. In this experiential workshop, you'll learn skills that lead to dramatic client satisfaction. In addition, you'll learn several specific ways to guarantee you'll get a lot of word of mouth referrals that will lead to a dramatic increase in your number of clients.
Major subjects
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Communicate more powerfully with clients and other CPAs by understanding human behavior
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How to judge if your communication is effective in motivating someone
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How to get someone to really hear you and how to really hear what someone else is "not saying."
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How to communicate so that someone will happily do what you want
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How to create trust and get people to like working with you -- inside and outside the firm
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The 3 most important keys for getting someone to feel rapport with you
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Why rapport is so important, and how to use it to profit in your work
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How to quickly solve problems with people once you have their rapport
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Secret techniques that super-successful communicators use
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How to persuade people without them knowing they are being persuaded
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How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their magical abilities.
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The three most important keys all successful communicators use
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How outstanding service can lead to more promotions and/or client development
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The art of getting more referrals and turning referrals into clients
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Why great service is better for your business in the long run
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How to know what's most important to your client or boss--so you can focus on that
Learning objectives
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Build trust and rapport with your clients, co-workers, and others
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Negotiate more effectively by using advanced persuasion techniques
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Stand out as a professional in a way that leads to increased success, satisfaction and referrals
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Know specific referral strategies that are highly effective
Who should take this program?
- This course is designed for any CPA who wants to increase the number of clients they have, or is interested in raises their rates and dealing with a higher level of service and clientele.
Pricing
|
Standard Member Fee |
$129.00
|
 Standard Nonmember Fee |
$129.00
|
Our records indicate
you are a
nonmember.
If you register, you will be charged
$129.00
(Standard Nonmember Fee).
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Instructor
Jonathan Robinson, MA, MFT
Location
Online
Area
of study
Practice management
Field(s)
of study
Communications and Marketing - Non-Technical (2.0)
Personal Development - Non-Technical (2.0)
Level
Basic
Format
Group Internet Based
Sponsor
NASBA ID#: 107810
Prerequisites
Prereq.
None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business
days before the event start date.
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