Surgent's Mastering Client Management for Accounting and Finance Professionals

Overview

Do you want to build stronger relationships with your clients, improve client retention, and drive growth in your practice? This course delves into the essential strategies for effective client management in today’s competitive landscape.

Client relationships, like any relationship, can be challenging to manage. Miscommunication, differing work styles, and unrealistic expectations are some of the challenges accounting and finance professionals routinely encounter. However, when accounting clients and members of your team are on the same page, client loyalty and profitability improve while conflict is minimized. This webinar explores proven strategies to improve relationships between accounting and finance professionals and their clients.

Highlights

• The evolving landscape of client expectations in the accounting profession
• Building strong and lasting client relationships through effective communication, empathy, and proactive service
• Implementing efficient client onboarding and engagement processes
• Leveraging technology to streamline communication, enhance collaboration, and deliver personalized service
• Effectively resolving client concerns and complaints
• Utilizing client feedback to continually improve your practice

Prerequisites

None

Designed For

Anyone in the accounting or financial service professions who seeks to gain a better understanding of strategies to improve client relationships

Objectives

• Identify and manage client risks and expectations
• Develop strategies for boosting client satisfaction and loyalty
• Understand client management best practices
• Develop practical skills to build stronger client relationships and improve client satisfaction
• Leverage technology to enhance your client service capabilities
• Discover strategies to optimize client retention and drive growth in your practice

Preparation

None

Notice

This course is provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by Surgent. Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.