Presented in collaboration with Rampe Consulting! Clients hire you to meet a business need, but the best ones stay because they enjoy their experience and interactions with your firm. In this workshop we explore how to serve your clients better by identifying touchpoints along their client journey, and opportunities to improve your client’s experience with …
Presented in collaboration with Rampe Consulting! We all have our favorite methods of communication; the ones we go to by default. Sometimes, our preferred methods are not the most effective in getting what we need. Learn to identify the most appropriate method of communication for common CPA-firm situations: when to call, email, text or meet …
Presented in collaboration with Rampe Consulting! In those rare moments when you make a mistake, the outcome can be a disaster. But it can also be an opportunity for success. This workshop teaches the principles of client service recovery (how to ‘make it right’) and the strong benefits a good recovery can have on your …
