CPAacademy.org | RAISING YOUR VALUE THROUGH INCREASED CLIENT

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RAISING YOUR VALUE THROUGH INCREASED CLIENT ENGAGEMENT

Watch Archived Video

Cost Free

Presentation Length 1.0 hour

Recorded DateSeptember 25, 2017

CPE:Not available

(archived webinars do not offer CPE credits)

Subject AreaCommunications & Marketing

Course LevelBasic

Who Should AttendCPA - small firm
CPA - medium firm
Other

Series: Marketing, Sales, and Business Development

Course Description

When accountants talk about an engagement, they are usually referring to an agreement to perform a particular type of client service. But true client engagement is about building the kind of relationship that leads to more billable engagements. It’s about understanding each client’s unique needs and helping him or her find the right solution. In this session, you will learn how and why to form a deeper relationship with your clients. We’ll share tools and tips for pulling all of your client information together so you can deliver the kind of service your clients crave. With better service comes higher value and ultimately, higher billings.

Learning Objectives

Understand the barriers to building client relationships and how to remove them.
Know how to measure and grow client engagement.
Learn about automated solutions for capturing and storing client information.

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE

Geni Whitehouse, CPA, CITP, CSPM

The Impactful Advisor
Co-Founder
[email protected]

Geni Whitehouse, CPA.CITP divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley, working with MentorPlus.com to move the profession forward, writing, speaking, and tweeting at EvenANerd.com. Her mission in life is to make boring subjects enjoyable, and she is seldom at a loss for topics.

She is a regular keynote presenter at CPA and Technology conferences around the country. She has been named a Top 100 Influencer by Accounting Today, one of 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor. In addition, she was a member of the TEDxNapaValley organizing committee and was the first speaker at their inaugural event.

She is a co-founder of Solve Services, a remote bookkeeping business for the wine industry. She is the author of How to Make a Boring Subject Interesting: 52 Ways Even a Nerd can be Heard, available on Amazon.com.

Michael Honig

Results CRM
Senior Account Manager
[email protected]
(703) 430-9110 ext. 311

Mike is a technology professional with many years of experience working with professionals and small and mid-sized businesses, to help them fully leverage the power of technology. He uses his expertise in integrated CRM to show organizations how to boost revenue, increase client satisfaction and improve business efficiency.

About Our Sponsor

Results CRM, a product of AbacusNext, is the best CRM with QuickBooks Integration. Powerful, flexible, and easy-to-use, Results CRM software provides your sales team a way to manage contacts, to-do lists, quotes, and sales opportunities. Streamline your workflows and ensure every detail is preserved. Results CRM is built to provide more visibility into your QuickBooks data. With a single button click, both Results CRM and QuickBooks are automatically updated with the latest information, keeping both sides in sync. Whether you have a small business or enterprise-level operations, Results helps organizations of all sizes achieve their goals, streamline operations, improve efficiency, and increase performance with an award-winning CRM, business management and field service management software and services for all growing businesses. AbacusNext is the leading Technology as a Service provider with over 500,000 professional service users worldwide.