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PREPARING FOR TAX SEASON: DRIVING AND IMPROVING CLIENT SATISFACTION

Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 13, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaBusiness Management and Organization
Course LevelBasic
Who Should AttendCPA - 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.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Mitchell Reno

Rehmann
Director of Client Experience
[email protected]
(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.

About Our Presenter

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Rehmann is a fully integrated financial services and business advisory firm that provides accounting and assurance, business solutions and outsourcing, specialized consulting, and wealth management services. For 80 years, Rehmann has provided forward-thinking solutions to their clients. With nearly 900 associates in Michigan, Ohio, and Florida, they are the momentum behind what’s possible. They focus on the business of business – allowing companies and individuals to focus on what makes them extraordinary. They help you look to the future with confidence, thanks to our unrivaled expertise and integrity. Through partnerships with clients and communities, Rehmann drives impact that empowers our world.