Mastering Client Management for Accounting and Finance Professionals WEBCAST
Overview
Do you want to build stronger relationships with your clients, improve client retention, and drive growth in your practice? This course delves into the essential strategies for effective client management in today’s competitive landscape. Client relationships, like any relationship, can be challenging to manage. Miscommunication, differing work styles, and unrealistic expectations are some of the challenges accounting and finance professionals routinely encounter. However, when accounting clients and members of your team are on the same page, client loyalty and profitability improve while conflict is minimized. This course explores proven strategies to improve relationships between accounting and finance professionals and their clients.
Highlights
The evolving landscape of client expectations in the accounting profession. Building strong and lasting client relationships through effective communication. empathy. and proactive service. Implementing efficient client onboarding and engagement processes. Leveraging technology to streamline communication. enhance collaboration. and deliver personalized service. Effectively resolving client concerns and complaints. Utilizing client feedback to continually improve your practice.
Prerequisites
None.
Designed For
Anyone in the accounting or financial service professions who seeks to gain a better understanding of strategies to improve client relationships.
Objectives
Identify and manage client risks and expectations. Develop strategies for boosting client satisfaction and loyalty. Understand client management best practices. Develop practical skills to build stronger client relationships and improve client satisfaction. Leverage technology to enhance your client service capabilities. Discover strategies to optimize client retention and drive growth in your practice.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
Sunish Mehta, Western CPE
Sunish Mehta is a Client Services Professional with over 14 years of experience in Management Consulting and Assurance services, serving both Fortune 500 companies & small to midsize growth oriented entrepreneurial companies. He has lectured at University of California-Los Angeles (UCLA) since 2003 and received his B.S. in Business Administration from California State University, Northridge. He is a licensed Certified Public Accountant in California. Over the course of his client services career, Sunish has worked for two international CPA Firms, including his current position as a Senior Manager in Advisory Services. While serving clients of all sizes and in various industries, he has specialized in addressing the issues encountered by growth oriented and entrepreneurial companies and by small to midsize CPA firms who serve such companies in terms of strategic, operational and technology challenges. Sunish has instructed courses in Financial Auditing and Accounting, on an adjunct basis for the UCLA Certification of Accounting Program. He has conducted staff training in assurance and advisory programs. He excels in leading discussions and workshops in the areas of finance, operations and technology for his clients. He is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.
Non-Member Price $120.00
Member Price $105.00