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Area of Focus Sessions

PRA2502. Building a Client-Centric Practice:Strategies for Enhancing Client Relationships (merging with Starting Off Right: How to Improve the Client Experience Through Exceptional Onboarding)

Raising prices is a hot topic in accounting right now. With inflation and rising salaries putting pressure on firms, many firm leaders are looking for ways to increase fees. But here’s the real challenge—how do you ensure that your clients actually see and experience the added value behind those higher prices? In this panel discussion, industry experts Tal Ben Bassat, Chris Hervochon, Kristen Keats, and Barbara Richardson will break down practical strategies for enhancing the client experience while increasing revenue. We’ll focus on four key areas: Personalized Client Experiences, Communication & Transparency, Value-Added Services, and Technology & Automation. You’ll walk away with actionable ideas to: - Identify the touchpoints in your services that can be improved to elevate the customer experience - Discover new service offerings that increase perceived and actual value for clients - Enhance communication strategies to strengthen client relationships and retention If you’re a firm leader looking to increase fees without pushback, build better client relationships, and differentiate your firm in a crowded market, this session is for you. Don’t just raise your prices—raise the value you deliver.
Date/Time
CPE Credits
0.0
Level
Intermediate – (3-4 years in the profession)
Advanced Preparation
None
Session Tags
PRA