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: March 18, 2024
5 Reviews (24 ratings)
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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
.
![Instructor for this course Instructor for this course](https://www.illumeo.com/sites/proformative.com/files/imagecache/user_image_large/pictures/picture-144909-1614872755.jpg)
Frank CastilloAuthor