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Surgent's Mastering Client Management for Accounting and Finance Professionals

 Various
 
2.0
Registration is Open
Member Price
$99.00 Regular Registration
Your Price
$104.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Tue, 06/24/2025 from 2:00 pm to 4:00 pm
 Tue, 07/08/2025 from 10:00 am to 12:00 pm
 Mon, 08/04/2025 from 10:00 am to 12:00 pm
 Wed, 09/24/2025 from 10:00 am to 12:00 pm
 Tue, 10/28/2025 from 10:00 am to 12:00 pm
 Tue, 11/04/2025 from 2:00 pm to 4:00 pm
 Mon, 12/22/2025 from 10:00 am to 12:00 pm
 Mon, 01/05/2026 from 2:00 pm to 4:00 pm
 Thu, 02/19/2026 from 10:00 am to 12:00 pm
 Wed, 03/25/2026 from 1:00 pm to 3:00 pm
 Thu, 04/09/2026 from 1:00 pm to 3:00 pm
 Currently available
Designed For:

Anyone in the accounting or financial service professions who seeks to gain a better understanding of strategies to improve client relationships

Prerequisite:

None

Do you want to build stronger relationships with your clients, improve client retention, and drive growth in your practice? This course delves into the essential strategies for effective client management in today's competitive landscape.Client relationships, like any relationship, can be challenging to manage. Miscommunication, differing work styles, and unrealistic expectations are some of the challenges accounting and finance professionals routinely encounter. However, when accounting clients and members of your team are on the same page, client loyalty and profitability improve while conflict is minimized. This webinar explores proven strategies to improve relationships between accounting and finance professionals and their clients.

Delivery Method: Individual webcast
CPE Credit: Business management & organization
Program Level: Basic

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.

Objectives

  • Identify and manage client risks and expectations
  • Develop strategies for boosting client satisfaction and loyalty
  • Understand client management best practices
  • Develop practical skills to build stronger client relationships and improve client satisfaction
  • Leverage technology to enhance your client service capabilities
  • Discover strategies to optimize client retention and drive growth in your practice

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) 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: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.