Content Provider
Rootworks

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Experienceiseverything sfstudy

EXPERIENCE IS EVERYTHING! WHY CLIENT EXPERIENCE IS KEY TO GETTING MORE CLIENTS

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CPE Processing FeeFREE
Webinar TranscriptionN/A
Presentation Length Hour(s)1.0 hour
CPE Credits 1.0 hour
Subject Area 1.0 - Other
CE Credits 0.0 hours
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateNovember 2, 2016
Date OfferedNovember 7, 2016
Expiration DateNovember 7, 2017
Who Should AttendBookkeeper
CPA - small firm
CPA - medium firm
CPA - large firm
Series: Bookkeeper
Course Description

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.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

Learning Objectives

  • 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.

Not logged
Handout Materials
Presentation Slides
Review Questions
Review Questions
QUESTION 1: 19:00 minutes
QUESTION 2: 34:30 minutes
QUESTION 3: 55:00 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Darren Root

Rootworks, LLC
CEO
droot@root.com
(812) 332-7200

Rootworks

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.

  • Top 100 Most Influential People
  • Top 25 Thought Leader
  • Author of The Intentional Accountant
  • Co-author of The E-Myth Accountant
  • Creator of the Better Every Day with Darren Root podcast

Linkedin

Sam Santangelo

SmartVault
eLearning Content Manager
sam.santangelo@smartvault.com
(713)479-5400

Smartvault logo

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.

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NASBA Approved

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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About Our Presenter

Rootworks
The landscape of the accounting profession is one of rapid change, requiring practitioners to keep pace with every aspect of firm operations—from technology to branding. Over the years, Rootworks cofounders witnessed many practitioners struggling to keep pace, while at the same time recognized the absence of a dedicated resource to help accounting professionals manage change to build a thriving business. From these observations, Rootworks was born, and today it has grown into the profession’s leading membership-based organization offering ongoing coaching and support services in technology, practice management, marketing strategy and communications, branding, web development, firm administration, security, and more. Rootworks’ expert team provides practitioners with a proven and tested roadmap and dedicated support to build and manage a Modern Firm®.