Course Description

In general, accounting professionals tend to focus more on getting the job done and not so much on how they interact with clients during the process. However, continuously improving client communication is remarkably important and an important strategy to improve client retention and increase referrals. 

In this webinar, Emiley Parker, Campaign Manager of CPACharge, and Edgar Espinoza, Sales Manager of TaxDome, 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.

Who Should Attend

CPA firm owners, leaders, and staff members who are interested in effective strategies to handle the personal and professional aspects of remote/hybrid business operations. This webinar is intended for CPAs, enrolled agents and bookkeepers in small, medium, and large firms. It is not intended for those in private accounting.