Self-Study Course Details
Course Description

In general, accounting professionals tend to focus more on getting the work done and not so much on how they interact with clients to actually get it done. However, continuously improving client communication is remarkably important and should be a top priority. 

In this course, Erika Segal, Brand Manager with CPACharge will discuss everything you need to know but didn't think to ask about email marketing and social media as well as how and when to communicate with your clients. Whether you know your communication needs improvement or you just want to learn the current best practices, you don't want to miss this session.

Learning Objectives
  • Identify the current status of your client communication strategy.
  • Discover best practices for communication, both internally and externally.
  • Recognize the quick fixes you can make to improve your communication practices.
  • None
Advanced Preparation


Author Details
  • Erika Segal
    Erika Segal

    Erika Segal is the Brand Manager for CPACharge. Erika loves speaking about payment solutions and teaching professionals how to make their firm the best it can be. She has experience in communications, marketing, and customer service spanning over ten years.

NASBA Sponsor
  • National Registry of CPE Sponsors for the QAS self-study delivery method
    Encoursa 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:


  • Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.

    Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.

    For specific instructions on accessing your CPE, please see our FAQ section on our support page.

  • Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.

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