Client Connection Strategies for Cloud Based Firms (1 of 2)
Key steps to develop a culture of client service excellence in your firm.
Stream this recording multiple times at your convenience.
- $180.00 incl. GST
- PD hours: 1
How to use technology and communication to enhance client relationships.
In the world of public practice accounting that increasingly focuses on technology for delivery of services, it’s important not to lose sight of the role that our people have in developing relationships with clients.
When used effectively, technology should be an enabler of client communication strategies that adds real value to clients. That’s why cloud-based firms are focusing more and more on connecting and engaging with clients to add value.
In this webinar, which is part 1 of the 2 part series, we outline the key steps to develop a culture of client service excellence in your firm.
Then in part 2 of this series we will cover the effective use of technology to improve client connection.
Webinar Learning Outcomes:
Understand the key elements of an effective client relationship management platform in a cloud-based accounting firm.
This program is intended for anyone in the firm who is involved with managing and developing client relationships – graduate accountants, accountants, managers, partners and administrators.
Dale Crosby has worked closely with accounting and advisory firms for the past 14 years. He has a specific interest in client communication and integration of compliance and advisory services within accounting firms. Dale has presented over 200 online sessions to accounting firms over the past 4 years.
You will be provided with:
• PowerPoint presentation slide deck
• Supporting documentation
• Webinar Recording to view multiple times for up to 6 months
• An opportunity to ask questions to the presenter
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