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Wednesday, April 30, 2025 Live Webcast

Audit 504: Making Rain - Success with Clients and Prospects (X2-45975)

1:30 PM - 3:30 PM EDT
webcast

Vendor Platform

2 CPE Credits in PD

OVERVIEW

Making Rain - Improving Success with Retaining Clients and Attracting Prospects provides tips and techniques for ensuring that your firm has the capacity to grow and expand its book of business in a healthy way. It costs more money to develop a new client than to simply retain an existing one.

DESIGNED FOR

Accountants retaining existing clients and developing prospective new clients

BENEFITS

After attending this presentation, you will be able to...
  • Identify the importance of continuously marketing to retain existing clients
  • Recognize best practices for developing opportunities to engage with prospective clients
  • Recall what differentiates your firm and its services from the competition in a way that is easily communicated and understood

HIGHLIGHTS

The major topics covered in this course include:

  • Continued marketing to existing clients
  • How to better connect with existing and prospective clients
  • Motivating prospective clients to engage with your firm
  • Methods for building value perceptions with existing and prospective clients
  • Differentiating your firm from the competition, including translating features into benefits
  • Handling objections and closing a sale

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

Jennifer Louis

Jennifer F. Louis, CPA

President

Emergent Solutions Group

Jennifer F. Louis, CPA has over 25 years of experience in designing and instructing high-quality training programs in a wide variety of technical and “soft skills” topics needed for professional and organization success. In 2003, she founded Emergent Solutions Group, LLC, where she focuses her energy on designing and delivering high-quality, practical, and engaging accounting and auditing training. She was most recently Director of Audit Product Development at Surgent Professional Education, and prior to that served as Executive Vice President/Director of Training Services at AuditWatch, Inc., a highly-respected training and audit process consulting firm. Before joining AuditWatch, Jennifer was the Financial/Operational Audit Manager at AARP. At the start of her professional career, Jennifer was an Audit Manager for Deloitte & Touche LLP, where she frequently served as a local and national instructor. Jennifer graduated summa cum laude from Marymount University with a BBA-Accounting. Besides loving life on the lake with her husband in Charlotte, NC, she enjoys hiking with her little dog Frodo Beggins, and savoring any precious moments spent with her two young adult boys

PRICING

$79.00 - Member

$99.00 - Nonmember

Register Today


Note: Online pre-registration will close on April 30 at 1:00 PM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

CPA Crossings