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Self-Study CPE
THE INTENTIONAL FIRM - PROVIDING EXCEPTIONAL CLIENT SERVICE
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PREPARING FOR TAX SEASON: DRIVING AND IMPROVING CLIENT SATISFACTION

Cost Free   CPE Credits 1.0 hour   Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone  Who should attend? CPA - small firm
CPA - medium firm
Other 
Course Description

CPAs are from Mars, Clients are from Venus! Make your clients “fall in love with you” all over again. This session is dedicated to understanding what the primary drivers of client satisfaction are, the common ways you can collect client data and what some of the leading firms are doing in the country to take client service to the next level. Whatever sized practice you have built, understanding how how to continuously build a stronger relationship with your clients can help improve client retention, increase referrals and help you deliver more services to them.

Learning Objectives

  • Identify the five common drivers of client satisfaction in the CPA profession.

  • Consider the most common and easiest formats to collect client feedback.

  • Discover approaches to using client feedback to elevate your clients’ experiences with you and your practice.

  • Identify ways to continuously position your practice for growth, profitability or future acquisition.

Testimonials

"Great class. Got many ideas from it."

"Great presentation and reminder as to how we should be dealing with our clients!"

"Great suggestions from someone who has achieved what he is teaching. He gave us ways to be salespeople as accountants."

"Great uplifting presenter!"

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Mitchell Reno

Rehmann Group
Director of Client Experience
mitch.reno@rehmann.com
(866) 799-9580

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Mitch is a principal and the Director of Client Experience for Rehmann. He is based in the Naples, Florida office. He is responsible for the direction of the firm's corporate service strategy focused on driving retention, loyalty and satisfaction. Mitch also works closely with firm leadership on firm-wide strategy and growth initiatives.

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

Nasba

NASBA Approved

CPAwebengage, Inc. (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.

CPAwebengage Inc. 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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Since 1941, Rehmann has provided one-on-one financial services to small businesses and middle-market companies throughout Michigan and beyond. We have grown to become one of the largest CPA, business consulting and financial services firms in the Midwest with 800 associates in 17 offices located in Michigan, Ohio and Florida. 

Rehmann has been named a 2017 "Best of Accounting AwardTM" winner. We are proud to be among the fewer than one percent of all accounting firms in the United States and Canada who earned this award. Click here to learn more