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Managing a Client Experience 2.0 Accounting Firm

MANAGING A CLIENT EXPERIENCE 2.0 ACCOUNTING FIRM

Cost Free
Presentation Length 1.0 hour

Recorded DateMay 6, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Series: Bookkeeper
Course Description

Designed for owners, managing partners, and supervising members of progressive firms, this course is a deep dive into leadership principles and practices designed to help your firm create an environment for staff and clients that places the client firmly in the center of the firm.  You’ll learn how to maximize every touchpoint your firm has with clients and bring staff along on the journey so they are invested in creating the best possible experience for your valued clients.

Learning Objectives:


  • Identify how to adopt a Client Experience 2.0 mindset across everything you and your staff do

  • Recall the recommended ways to roll out CX 2.0 practices in established firms

  • Identify tried and true methods to ensure consistency across staff

  • Establish operating rhythms that keep the firm working at peak efficiency

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Andrew Wall CPA, CMA

CPA4it.ca
Managing Partner
a.wall@cpa4it.ca
(800) 465-7532

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Andrew Wall is a Chartered Professional Accountant and Certified Management Accountant with over 19 years in accounting and IT development. He is the managing partner at CPA4it.ca; a cloud-based accounting firm focused on helping small businesses. Andrew is a global thought leader and has been recognized as the top 100 Accounting influencers (Avalara.com).

Andrew is passionate about the cloud. His firm CPA4it.ca has been ranked as one of the top 100 cloud brands in the world (onalytica.com), and Andrew has been recognized as one of the top 50 cloud accountants in North America four years in a row (hubdoc.com).  

Andrew’s first experience with cloud accounting was as a developer on a cloud-based accounting application. In 1999 Andrew and a team of developers applied for a patent on web-based software that enabled accountants to work with offshore resources. As a result of his work on this software, Andrew has appeared on the CBC television show “Venture” and was invited to speak at the International Trade Centers executive forum on global outsourcing.
 

About Our Presenter

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A great small business tax accountant does more than just measure value, they create it. At CPA4IT our goal is to save you substantially more than it costs you for our services. Over the last 30 years we have developed tax strategies designed to help you keep more of your hard earned money. If you would like to learn how we can help you pay less tax, simply download our FREE Guide to Pay Less Tax.