PRA2421. Elevating Your Client Experience - Creating a WOW Factor for Clients

Delivering the service or product is the bare minimum, it's how it’s delivered and in some cases even what you deliver that leaves a lasting impression on clients. Historically, CPAs and the accounting profession have considered the deliverables to be the product, but it isn’t necessarily the key to client longevity or increased profitability. Elevating the client’s experience is crucial to distinguishing ourselves as trusted advisors and fostering long-term relationships. Think about your favorite restaurant. Hotel brand. Local small business. Think about what makes them a favorite. Most likely, the reasons extend beyond their service or product that is the bare minimum to meet your consumer expectations. In this session, we will delve into the art of creating an elevated client experience that supersedes tax returns and financial statements, with a focus on elements to crafting exceptional client relationships and increasing productivity and profitability.

Learning Objectives:

• Identify practical steps to transform each client touchpoint into an opportunity for deeper engagement.
• Identify tangible tools that will streamline and enhance client experience.
• Compare how other firms have successfully transformed their client experiences and steps to implement similar changes.
• Identify ways to future-proof a practice and implement long-term strategies for success.