1.5 CPE 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
- Discover and 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.
- Explore and recall tips CPAs can use to facilitate client transitions and obtain referrals from clients.
Last updated/reviewed: August 16, 2023
4 Reviews (20 ratings)
Reviews
Anonymous
(Controller)
This course provided good framework on how best to approach clients and grow your businesses via client and professional networking referrals.
Kristen Rebello
(Controller at Browne Consulting Group)
Great course from an experienced practitioner that includes great tips on how to best serve your clients
Anonymous
(CPA)
The course was informative, and a nice change from the typical coursework.
Anonymous
(Sr. Controller)
good overview more visuals may be more helpful for this course
Prerequisites
Course Complexity: Foundational
No advanced preparation or prerequisites are required for this course.
Education Provider Information
Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA
95113
Contact:
For more information regarding this course, including complaint and
cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to
.
Frank CastilloAuthor
About Illumeo
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Contact Us
- Email: info@illumeo.com
- Phone: 408-400-3993
- Adress: 1608 W Campbell
- Av #221, Campbell, CA 95008
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