This webinar provides a pragmatic and energetic look at how top CPA firms are best engaging their clients. We will show how you can help your clients by creating key experiences, how to communicate 5x better than email, and how to increase client productivity while saving time internally. We will show you how to leverage your existing marketing to generate more referrals while laying the best foundations for the next technology choices you and your clients will want to make this year.
Daniel is Head of Sales and a member of the executive team at MyFirmsApp – the global leader in Apps for CPAs, EAs and Tax agents. He is passionate about helping firms establish and maintain a key role in the always-on App environment which plays such an important part in our daily lives. Daniel has been involved in helping professional service firms grow and make the most of new techniques, strategies and technology for over 17 years. He is considered to be a thought-leader, is a renowned speaker, and is the go-to-guy for firms and professional bodies when it comes to Apps for professional firms. He has hundreds of testimonials from large and small firms alike, has presented to thousands of firms through the MyFirmsApp and webinars, and regularly speaks for the professional bodies and membership organizations.
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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