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Bonus Lunch Session Onsite Only

ENG24LL07. Is Your Firm Hireable? Exploring What CAS Clients Really Want From Their Outsourced Accounting Firm - presented by CPA.com (PRA) - ONSITE ONLY

Focusing on client experience will grow your firm’s business. After all, happy clients contribute to a robust referral pipeline. But what is it about your firm and expertise that clients really want? Join CPA.com and a CAS practitioner in a panel discussion on the top-ranking value drivers for SMBs' relationship with their accounting firm and how firms can deliver that value through increased efficiencies, new services, and the ability to provide next-level insights as trusted advisors.



Learning Objectives:

  • Identify the immediate next steps you can take to retain and attract clients in your client advisory services practice.
  • Recall expert advice on best practices that lead to high hireability.
  • Recognize the unique drivers of client happiness in your firm and market.
  • Indicate how your firm can make improvements to your technology, service areas, or client experience.
Date/Time
CPE Credits
1.0
NASBA Field of Study
Business Management & Organization
Level
Basic
Prerequisites
0-2 years in the profession
Advanced Preparation
None
Session Tags
PRA