Research has shown that client experience has been bypassing almost all other deciding factors for clients. With the amount of choice in the marketplace, and the small variance of pricing the overall client experience becomes the driving factor for prospects to choose your business over another and to stay with it. In this session you will learn how to develop an outstanding client experience along every step of their journey from awareness to repeat business.
Self-Study Course Instructions: FOR DOCUMENT-BASED COURSES Download the course document(s) (below) and follow prompts contained in the document. FOR RECORDED COURSES WITH VIDEO Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable. |
Identify specific steps you can take to create a stellar customer experience for your clients.
Determine how large technological changes are affecting the accounting industry.
Rootworks, LLC
CEO
droot@root.com
(812) 332-7200
Darren Root, CPA, CITP, CGMA, serves as Chief Strategist for Rightworks. Darren has over 30 years of experience as a CPA and in management within the profession. He has vast accounting expertise and a passion for helping firm owners modernize and transform their practices into thriving, sustainable enterprises. Darren has earned numerous awards and continues to contribute to the profession with books, articles, podcasts and shows that educate and inform the industry in all areas of firm operations, industry trends and business models.
SmartVault
eLearning Content Manager
sam.santangelo@smartvault.com
(713)479-5400
Sam is a skilled MBA graduate with over 10 years of international and domestic sales and procurement experience in the technology industry. He holds dual U.S. and European Union citizenship and has lived for extended periods in Italy and Spain. Sam has led sales and purchasing teams in China, Spain, and the United States.
CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
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