Trust, Trust, Trust! It can't be emphasized enough. This 1-hour on demand webinar goes to the very heart of practitioner client relationships. We'll discuss trust in the context of clients, scenarios, and common experiences that breathes life into the expression "CPA, most trusted adviser".
Learning Objectives
Upon completing this course you will be able to:
Recall the perception clients have of practitioners and ways we can enhance those perceptions.
Identify various value added services which strengthen the bonds of trust with clients.
Recall tips CPAs can use to facilitate client transitions and obtain referrals from clients.
Major Topics
Connecting with clients
Bank financing
Cash flow management
Know your Client
