Prix Fixe: Optimizing CRM Practices: Evaluating Systems and Products for Efficiency in Modern Accounting WEBINAR
Overview
Customer Relationship Management (CRM) systems are essential for CPA firms aiming to improve client interactions and streamline operations. This session will focus on evaluating the CRM practices that are essential to maintaining strong client relationships while enhancing operational efficiencies in your firm.
Highlights
Evaluating CRM systems and products.
Prerequisites
None.
Designed For
CPAs and business leaders.
Objectives
Learn how to evaluate CRM practices.
Preparation
None.
Notice
None.
This event is part of the following bundles:
Leader(s):
Leader Bios
Anthony Cook, Managing Member, Cook CPAs and Counsulting, PLLC
Tony Cook, CPA/MS-Tax has worked with nearly exclusively with closely held businesses and their owners during his 20 years in public accounting. As Managing Member of Cook CPAs and Consultants, PLLC, he partners with clients to deliver strategic, context-rich advice that goes beyond compliance, helping them achieve both personal and professional goals.
Tony’s deep expertise in S-corporation and partnership taxation, along with ACA compliance, makes him a trusted advisor across industries including hospitality, construction, manufacturing, and professional services. His career includes leadership roles at respected firms such as Archer Halliday PS and Larson Gross, where he also served as a technical consultant on partnership matters.
Non-Member Price $60.00
Member Price $40.00