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Saturday, December 28, 2024 Live Webcast

Big Four Reasons Why CPAs and Consultants Are Fired (X4-5588113)

10:00 AM - 12:00 PM EST
webcast

Vendor Platform

2 CPE Credits in MT

OVERVIEW

Whether you are in public practice, a consultant, or in industry – no one wants to lose their clients or their job. But why do so many CPAs treat their clients badly? Result - the client fires that CPA. What are the four (4) leading reasons why clients fire their CPA or consultant? Why do these actions alienate clients? Agreed, some of these actions may be unintentional, but the result is the same, the client moves on. Frustrating because it takes a long time to cultivate good clients. The discussion focuses on over forty (40) recommendations to strengthen the relationship with the client, to hopefully prevent the client from moving on. You may not practice the Big Four Reasons Why CPAS are Fired, but you probably know others who do. What are the lessons learned? We will discuss proven techniques to effectively retain existing clients, keep you employed and help you gain new clients!

DESIGNED FOR

Who should attend: Corporate Financial Leaders, Corporate Financial Managers, CEOs, CFOs, Controllers, Board members, advisors, and Consultants.

BENEFITS

  • Understand four causes why clients fire their CPAs and consultants along with over forty recommendations to help prevent clients from moving on

HIGHLIGHTS

  • Do public practice CPA firms and consultants want to retain their clients?
  • What are the Big Four Reasons Why CPAs are Fired?
  • What are the actions to take to prevent being fired?
  • What does a CPA offer to their client

COURSE LEVEL

Intermediate

ADDITIONAL NOTES

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.

INSTRUCTOR

Don Minges

Don Minges, M.B.A.

The Knowledge Institute, LLC

Don Minges, M.B.A., is the principal at The Knowledge Institute, LLC, www.theknowledgeinstitute.com, a leading CPE provider. Don also serves as a fractional CFO who works in diverse industries at various stages. His expertise is in profitability enhancement, strategic planning, venture capital, mergers & acquisitions, consulting, turnarounds, economic forecasting, cost accounting and financial analysis. Don has experience raising equity and has invested equity into promising businesses. He has served on the Board of Directors for several firms. Don graduated with highest honors from the Fuqua School of Business at Duke. Don’s mission is to increase the value of the business.

PRICING

$79.00 - Member

$109.00 - Nonmember

Register Today


Note: Online pre-registration will close on December 28 at 9:30 AM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

ACPEN