Webinar Details
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. 

Advanced Preparation


Presenter Details
  • Emiley Parker
    • Campaign Manager

    Emiley Parker is the Campaign Manager for CPACharge. As a marketing professional, she has 10+ years’ experience driving all things marketing, from building strong brands to executing strategies to grow successful businesses. Emiley enjoys speaking about payment solutions and sharing best practices to help professionals manage their business.

  • Edgar Espinoza
    • Guest Speaker

    Edgar is a Product Implementation expert, passionate about finding straightforward and seamless solutions for Tax & Accounting practices worldwide. He’s dedicated to the end-user experience and inspired by the splendid results and growth achieved working with hundreds professionals in the industry.

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: NASBAregistry.org.
Date & Time
Tuesday, October 17, 2023

2:00 PM EDT (see additional timezones)

  • 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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